Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Total Return R6 Pooled separate account in their Schedule of Assets, totaling $270K 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 | SARASOTA 500, LLC SARASOTA 500, LLC DBA SARASOTA FORD 401K PLAN | SARASOTA FL | 187 | $5.7M | $250K |
| 2 | DIFFERENCE PRINCIPLE, INC. DIFFERENCE PRINCIPLE, INC. EMPLOYEE RETIREMENT PLAN | MILWAUKEE WI | 268 | $2.6M | $20K |
