Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 337 U.S. retirement plans report holding MFS Total Return R6 '' in their Schedule of Assets, totaling $141.9M 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 | AMERICAN ACADEMY OF OPHTHALMOLOGY AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN | SAN FRANCISCO CA | 196 | $107.0M | $7.8M |
| 2 | APEX SERVICES PARTNERS LLC APEX SERVICE PARTNERS LLC 401(K) PLAN | TAMPA FL | 9,228 | $123.7M | $6.6M |
| 3 | ADVANCED FILTRATION SYSTEMS, INC |
CHAMPAIGN IL |
| 213 |
| $29.5M |
| $6.3M |
| 4 | HACIENDA MOTORS, LTD. DBA HACIENDA MOTORS, LTD. DBA MERCEDES-BENZ OF PLEASANTON 401K | PLEASANTON CA | 171 | $13.9M | $6.0M |
| 5 | FINANCIAL CENTER FIRST CREDIT FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN | INDIANAPOLIS IN | 184 | $15.9M | $4.7M |
| 6 | ROBINSON MANUFACTURING COMPANY, INC. ROBINSON MANUFACTURING COMPANY SAVINGS PLAN | DAYTON TN | 295 | $46.0M | $4.6M |
| 7 | HAVTECH INVESTMENTS LLC HAVTECH INVESTMENTS LLC 401(K) PLAN | COLUMBIA MD | 500 | $52.8M | $4.4M |
| 8 | DANIEL F. YOUNG, INC. DANIEL F. YOUNG 401(K) PLAN | BERWYN PA | 165 | $12.0M | $3.8M |
| 9 | EVALUESERVE INC. EVALUESERVE INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN RAMON CA | 96 | $12.4M | $3.6M |
| 10 | K. C. SUMMERS, INC K. C. SUMMERS, INC. 401(K) PLAN | MATTON IL | 107 | $12.8M | $3.2M |
