Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Total Return Bond R4 Mutual fund in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLLOM & CARNEY CLINIC ASSOCIATION COLLOM AND CARNEY CLINIC ASSOCIATION 401 (K) SAVINGS PLAN | TEXARKANA TX | 294 | $67.1M | $1.8M |
| 2 | CONSTANGY, BROOKS, SMITH & PROPHETE LLP CONSTANGY, BROOKS, SMITH & PROPHETE, LLP SAVINGS AND INVESTMENT PROFIT SHARING PLAN | ATLANTA GA | 427 | $96.3M | $1.3M |
| 3 | AER MANUFACTURING, L.P. |
CARROLLTON TX |
| 831 |
| $48.9M |
| $1.3M |
| 4 | CROSSLINK LIFE SCIENCES, LLC CROSSLINK LIFE SCIENCES, LLC 401(K) PLAN | NORCROSS GA | 475 | $26.7M | $74K |
