Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Total Return Fund R6 Mutual fund in their Schedule of Assets, totaling $2.5M 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 | WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEES WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU | PORTLAND OR | 383 | $68.6M | $2.2M |
| 2 | INTEGRAL FEDERAL, INC. INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN | MCLEAN VA | 219 | $12.0M | $212K |
| 3 | MARYLOU'S NEWS, INC |
HINGHAM MA |
| 143 |
| $4.3M |
| $48K |
| 4 | OXFORD DEVELOPMENT COMPANY OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING P | PITTSBURGH PA | 120 | $29.2M | $41K |
| 5 | ALLIED FIRE PROTECTION, LP ALLIED FIRE PROTECTION, LP 401(K) PROFIT SHARING PLAN AND T | PEARLAND TX | 460 | $9.1M | $5K |