Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Mfs Total Return R6 Mutual Fund - in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEMIEUX GROUP LP LEMIEUX GROUP LP 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 385 | $22.4M | $2.8M |
| 2 | CHEMENCE, INC. CHEMENCE, INC.401(K) PROFIT SHARING PLAN | ALPHARETTA GA | 224 | $5.6M | $1.1M |
| 3 | CELLTRON, INC. CELLTRON, INC. 401(K) PROFIT SHARING PLAN |
GALENA KS |
| 339 |
| $6.0M |
| $488K |
| 4 | THE JOHN R. MCADAMS COMPANY, INC. THE JOHN R. MCADAMS COMPANY, INC. SALARY SAVINGS PLAN | RALEIGH NC | 490 | $42.5M | $198K |
| 5 | VALUE ADDED SOLUTIONS, INC. VALUE ADDED SOLUTIONS, INC. 401(K) PLAN | AIKEN SC | 177 | $10.7M | $82K |
| 6 | PSYCHOTHERAPEUTIC EVALUATIONAL PROGRAMS, INC. PSYCHOTHERAPEUTIC 401(K) PROFIT SHARING PLAN AND TRUST | JAMAICA NY | 156 | $12.1M | $70K |
| 7 | UNIVERSITY HEALTH ALLIANCE UHA 401K PLAN | HONOLULU HI | 175 | $32.5M | $62K |
| 8 | JG MEDIA, INC. JG MEDIA, INC. 401(K) PLAN | PFLUGERVILLE TX | 181 | $6.0M | $19K |
| 9 | BOLL & BRANCH LLC BOLL & BRANCH LLC RETIREMENT TRUST | SUMMIT NJ | 204 | $7.8M | $18K |
| 10 | I. & M.J. GROSS COMPANY GROSS RESIDENTIAL 401(K) PLAN | NORTH ROYALTON OH | 408 | $7.6M | $16K |
