Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Total Return R2 Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | ATLANTIC COAST ENTERPRISES, LLC ATLANTIC COAST ENTERPRISES LLC 401K PLAN | FORT LAUDERDALE FL | 345 | $4.4M | $2.2M |
| 2 | SHORT BLOCK TECHNOLOGIES,INC. SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 188 | $13.4M | $2K |
