Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Massachusetts Financial Services Company Lifetime Income Fund Class R3 in their Schedule of Assets, totaling $112K 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 | BARKLEY, INC. BARKLEY, INC. 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 469 | $47.0M | $112K |
