Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Total Return R3 Mutual fund in their Schedule of Assets, totaling $9.0M 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 | STAFFMARK GROUP, LLC STAFFMARK GROUP, LLC 401(K) PLAN | CINCINNATI OH | 1,933 | $144.1M | $4.6M |
| 2 | STAFFMARK GROUP LLC STAFFMARK GROUP LLC RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES | CINCINNATI OH | 0 | $56.7M | $2.2M |
| 3 | STAFFMARK GROUP, LLC STAFFMARK GROUP, LLC RETIREMENT SAVINGS PLAN FOR STAFF EMPLOYEES |
CINCINNATI OH |
| 0 |
| $42.8M |
| $1.7M |
| 4 | STAFFMARK INVESTMENT, LLC STAFFMARK/EMS 401(K) SAVINGS PLAN | CINCINNATI OH | 758 | $40.1M | $264K |
| 5 | CHARM SCIENCES, INC. CHARM SCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCE MA | 321 | $46.3M | $174K |
| 6 | INDIANA TOOL & MANUFACTURING CO., INC. INDIANA TOOL & MANUFACTURING CO., INC. 401(K) PROFIT SHARING PLAN | PLYMOUTH IN | 129 | $13.1M | $107K |
