Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Massachusetts Financial Services MFS Lifetime 2040 R6 in their Schedule of Assets, totaling $51.3M 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 | HENSEL PHELPS CONSTRUCTION CO. HENSEL PHELPS SALARY RETIREMENT PLAN | GREELEY CO | 3,720 | $645.6M | $46.2M |
| 2 | HENSEL PHELPS CONSTRUCTION CO HENSEL PHELPS HOURLY RETIREMENT PLAN | GREELEY CO | 1,366 | $59.8M | $5.1M |
