Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Investment Management MFS Lifetime 2030 R4 in their Schedule of Assets, totaling $2.9M 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 | SOLIX, INC. SOLIX, INC. SAVINGS AND RETIREMENT PLAN | PARSIPPANY NJ | 95 | $69.2M | $2.6M |
| 2 | SOLIX, INC. SOLIX CMR 401(K) PLAN | PARSIPPANY NJ | 138 | $6.0M | $281K |
