Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Total Return # in their Schedule of Assets, totaling $4.2M 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 | LIPPERT COMPONENTS, INC. LIPPERT COMPONENTS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | ELKHART IN | 9,605 | $304.3M | $2.6M |
| 2 | AMERICAN PROMOTIONAL EVENTS, INC. (DELAWARE) TNT 401(K) PLAN | FLORENCE AL | 348 | $74.6M | $1.4M |
| 3 | THE THRASHER GROUP, INC. THE THRASHER GROUP, INC. 401(K) PROFIT SHARING PLAN |
BRIDGEPORT WV |
| 329 |
| $27.4M |
| $61K |
| 4 | NATIONWIDE MARKETING GROUP LLC NATIONWIDE MARKETING GROUP 401(K) PLAN | WINSTON SALEM NC | 303 | $19.9M | $26K |
| 5 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $4K |
| 6 | GATEWAY MANAGEMENT GROUP, LLC GATEWAY MANAGEMENT GROUP, LLC 401(K) PLAN | ST LOUIS MO | 351 | $4.6M | $4K |
