Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Mfs Total Return Fund Mutual fund in their Schedule of Assets, totaling $11.7M 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 | MEDICAL ASSOCIATES OF THE LEHIGH VALLEY, P.C. MEDICAL ASSOCIATES OF THE LEHIGH VALLEY PC RETIREMENT & SAVINGS PLAN | ALLENTOWN PA | 191 | $41.8M | $3.7M |
| 2 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | PASADENA CA | 537 | $207.5M | $2.2M |
| 3 | THE PEOPLES CREDIT UNION |
MIDDLETOWN RI |
| 115 |
| $14.8M |
| $2.2M |
| 4 | BOINGO WIRELESS, INC. BOINGO WIRELESS, INC. 401(K) PLAN | LOS ANGELES CA | 354 | $57.2M | $2.2M |
| 5 | HOLSUM DE PUERTO RICO, INC. PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. | TOA BAJA PR | 727 | $22.8M | $1.2M |
| 6 | ARCHITECTURAL ARTS MILLWORK, LLC ARCHITECTURAL ARTS MILLWORK, LLC 401(K) PLAN | DES MOINES IA | 135 | $10.4M | $156K |
| 7 | SCREENBEAM INC. SCREENBEAM INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 62 | $26.2M | $84K |
| 8 | OXFORD DEVELOPMENT COMPANY OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING P | PITTSBURGH PA | 134 | $32.0M | $65K |
| 9 | PRIMAL PET FOODS, INC. PRIMAL PET FOODS, INC. 401(K) PROFIT SHARING PLAN & TRUST | FAIRFIELD CA | 379 | $5.0M | $9K |
| 10 | THE KLEINGERS GROUP THE KLEINGERS GROUP RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 137 | $19.0M | $2K |
