Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Mfs Total Return R6 Fund in their Schedule of Assets, totaling $26.4M 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 | BRADFORD WHITE CORPORATION BRADFORD WHITE CORPORATION 401(K) PLAN FOR UNION EMPLOYEES | AMBLER PA | 1,368 | $34.6M | $11.2M |
| 2 | BRADFORD WHITE CORPORATION BRADFORD WHITE CORPORATION 401(K) PROFIT SHARING PLAN | AMBLER PA | 698 | $43.7M | $8.3M |
| 3 | PORTS AMERICA |
CHANDLER AZ |
| 1,159 |
| $243.7M |
| $4.1M |
| 4 | PRIMARY HEALTH NETWORK PRIMARY HEALTH NETWORK RETIREMENT SAVINGS PLAN | SHARON PA | 668 | $36.4M | $1.4M |
| 5 | SUNSET HOME SUNSET HOME 403(B) RETIREMENT SAVINGS PLAN | QUINCY IL | 147 | $3.9M | $1.0M |
| 6 | MONROE MEDICAL FOUNDATION INC DBA MONROE COUNTY MEDICAL CENTER MONROE COUNTY MEDICAL CENTER RETIREMENT PLAN | TOMPKINSVILLE KY | 240 | $11.7M | $319K |
| 7 | G2.COM, INC. G2.COM, INC. 401(K) PLAN | CHICAGO IL | 354 | $31.5M | $52K |
