Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Mfs Total Return Bond R6 " in their Schedule of Assets, totaling $12.1M 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 | AMHERST COLLEGE TRUSTEES AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | AMHERST MA | 1,907 | $578.9M | $5.6M |
| 2 | CAL-MAINE FOODS, INC. CAL-MAINE FOODS, INC. KSOP | RIDGELAND MS | 3,160 | $291.2M | $2.9M |
| 3 | ERBE USA, INCORPORATED ERBE USA, INCORPORATED 401(K) PLAN |
MARIETTA GA |
| 245 |
| $33.1M |
| $1.4M |
| 4 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN | WALL NJ | 12,565 | $48.1M | $1.1M |
| 5 | ACTIVE RETIREMENT COMMUNITY INC. ACTIVE RETIREMENT COMMUNITY D/B/A JEFFERSON'S FERRY 403(B) TAX DEFERRED INVESTMENT SAVINGS PLAN | SOUTH SETAUKET NY | 373 | $11.6M | $281K |
| 6 | KIDANGO, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF KIDANGO, INC. | FREMONT CA | 791 | $16.2M | $274K |
| 7 | MID-CONTINENT ENGINEERING HOLDINGS, LLC MID-CONTINENT ENGINEERING HOLDINGS, LLC RETIREMENT SAVINGS PLAN AND TRUST | MINNEAPOLIS MN | 85 | $10.8M | $215K |
| 8 | NYSMITH SCHOOL FOR THE GIFTED, I NYSMITH SCHOOL FOR THE GIFTED, INC. 401(K) PLAN | HERNDON VA | 175 | $10.9M | $191K |
| 9 | LUCCHESE, INC. LUCCHESE INC. EE INVESTMENT PLAN | EL PASO TX | 664 | $6.9M | $140K |
| 10 | STERNBERG, INC. STERNBERG, INC. 401(K) PROFIT SHARING PLAN | JASPER IN | 235 | $8.5M | $4K |
