Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Total Return Fund R6 " in their Schedule of Assets, totaling $5.6M 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 | QUALITY EQUIPMENT, LLC QUALITY EQUIPMENT, LLC 401(K) PLAN | FUQUAY-VARINA NC | 645 | $39.4M | $2.6M |
| 2 | GLENVIEW CAPITAL MANAGEMENT, LLC GLENVIEW CAPITAL MANAGEMENT LLC PROFIT SHARING TRUST | NEW YORK NY | 57 | $36.9M | $2.1M |
| 3 | PRIME AE GROUP, INC. PRIME AE GROUP, INC. 401(K) PLAN |
COLUMBUS OH |
| 431 |
| $44.0M |
| $314K |
| 4 | AMERICAN EQUIPMENT CO, INC. AMECO EMPLOYEES' SAVINGS INVESTMENT PLAN | GREENVILLE SC | 330 | $38.3M | $160K |
| 5 | PETERSON FARMS, INC. PETERSON FARMS 401(K) RETIREMENT PLAN | SHELBY MI | 831 | $18.9M | $123K |
| 6 | EVS METAL ELECTRONIC VISION SYSTEMS RETIREMENT PLAN | RIVERDALE NJ | 256 | $15.0M | $118K |
| 7 | JEWISH CHILD CARE ASSOCIATION OF NEW YORK TAX DEFERRED ANNUITY PLAN | BROOKLYN NY | 267 | $12.8M | $88K |
| 8 | SUPERIOR BEVERAGE GROUP, LTD. SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN | LEWIS CENTER OH | 549 | $49.8M | $49K |
| 9 | CAVINESS & CATES BUILDING AND CAVINESS & CATES BUILDING AND DEVELOPMENT 401(K) | FAYETTEVILLE NC | 134 | $5.3M | $37K |
| 10 | PLANET TECHNOLOGIES, INC. PLANET TECHNOLOGIES 401(K) PLAN | GAITHERSBURG MD | 371 | $25.0M | $32K |
