Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding MFS TOTAL RETURN FD - R3 in their Schedule of Assets, totaling $6.5M 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 | BINSONS HOSPITAL SUPPLIES, INC. BINSON'S HOSPITAL SUPPLIES, INC. 401(K) PLAN | CENTER LINE MI | 705 | $10.3M | $1.3M |
| 2 | CONTRACT PROFESSIONALS, INC. CONTRACT PROFESSIONALS, INC. 401(K) RETIREMENT SAVINGS PLAN | WATERFORD MI | 179 | $6.3M | $918K |
| 3 | UNIVERSAL PROPERTY & CASUALTY UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 958 | $82.7M | $754K |
| 4 | HOLADAY CIRCUITS, INCORPORATED FTG CIRCUITS MINNETONKA, LLC 401(K) PLAN | MINNETONKA MN | 126 | $12.9M | $591K |
| 5 | GRANITE SOLUTIONS GROUPE, INC. GRANITE SOLUTIONS GROUPE 401K PLAN | CALABASAS CA | 136 | $8.9M | $533K |
| 6 | TRUMP INTERNATIONAL HOTEL & TOWE TRUMP INTERNATIONAL HOTEL & TOWER CONDOMINIUM 401(K) EMPLOYE | NEW YORK NY | 70 | $14.5M | $479K |
| 7 | PROCOM SERVICES AMERICA, INC. PROCOM SERVICES 401(K) PLAN | CARY NC | 778 | $13.0M | $311K |
| 8 | HEDRICK BROTHERS CONSTRUCTION CO HEDRICK BROTHERS CONSTRUCTION CO., INC. THRIFT AND PROFIT SHAR | WEST PALM BEACH FL | 187 | $15.8M | $253K |
| 9 | PMA FINANCIAL NETWORK, LLC PMA FINANCIAL NETWORK, LLC 401(K) PLAN | NAPERVILLE IL | 175 | $49.9M | $252K |
| 10 | KORDA CONSTRUCTION COMPANY, INC. KORDA CONSTRUCTION COMPANY, INC 401(K) PLAN | LOS ANGELES CA | 92 | $2.5M | $234K |
