Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Total Return Fund-R4 Mutual Fund in their Schedule of Assets, totaling $19.0M 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 | INTERNATIONAL DATA GROUP, INC. INTERNATIONAL DATA GROUP, INC. 401K AND PROFIT SHARING PLAN | NEEDHAM MA | 932 | $432.3M | $10.3M |
| 2 | ZENITH INSURANCE COMPANY ZENITH 401(K) PLAN | WOODLAND HILLS CA | 1,474 | $399.3M | $8.3M |
| 3 | BOARD OF TRUSTEES OF LOCAL 40 ANNUITY FUND INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND |
TAMPA FL |
| 110 |
| $11.5M |
| $443K |
