Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS TOTAL RETURN - R6 325 REGISTERED INVESTMENT COMPANY FID FREE INDX 2015 PREM 300 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER in their Schedule of Assets, totaling $350K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PHYTON TALENT ADVISORS, LLC PHYTON TALENT ADVISORS LLC 401K PLAN & TRUST | NEW YORK NY | 300 | $3.2M | $350K |
