Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Total Return R6 Mutual Funds in their Schedule of Assets, totaling $788K 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 | ROCKLAND BAKERY INC. ROCKLAND BAKERY 401(K) PLAN | NANUET NY | 626 | $6.9M | $417K |
| 2 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $348K |
| 3 | VERRICA PHARMACEUTICALS VERRICA PHARMACEUTICALS 401(K) |
| 102 |
| $5.8M |
| $17K |
| 4 | EDU HEALTHCARE LLC EDU HEALTHCARE LLC 401(K) PROFIT SHARING PLAN & TRUST | CORNELIUS NC | 153 | $3.0M | $6K |