Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS total return bond R6 Mutual fund in their Schedule of Assets, totaling $3.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORLANDO MAGIC, LTD. ORLANDO MAGIC 401(K) SAVINGS PLAN | ORLANDO FL | 333 | $39.0M | $2.5M |
| 2 | CARMEL PARTNERS MANAGEMENT LLC CARMEL PARTNERS, LLC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 307 | $49.1M | $936K |
| 3 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN |
SUWANEE GA |
| 1,745 |
| $43.4M |
| $188K |
| 4 | MILE TWO, LLC MILE TWO 401(K) PLAN | DAYTON OH | 85 | $8.0M | $92K |
| 5 | FLEETGENIUS, LLC FLEETGENIUS 401K PLAN | NAPLES FL | 291 | $6.5M | $76K |
| 6 | DALENE HARDWOOD FLOORING CO., INC. DALENE HARDWOOD FLOORING CO., INC. EMPLOYEES' 401(K) PS PLAN | SOUTH WINDSOR CT | 83 | $10.2M | $42K |
| 7 | FUELCOMM, INC STACKLINE 401(K) PLAN | SEATTLE WA | 212 | $17.0M | $31K |