Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Total Return R3 in their Schedule of Assets, totaling $2.1M 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 | SPARTAN CHEMICAL COMPANY, INC. SPARTAN CHEMICAL COMPANY, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN | MAUMEE OH | 326 | $63.2M | $2.0M |
| 2 | FREIJE ENGINEERED SOLUTIONS FREIJE ENGINEERED SOLUTIONS 401(K) PLAN. | INDIANAPOLIS IN | 187 | $7.0M | $113K |
