Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Lifetime 2025 Fund R6 in their Schedule of Assets, totaling $9.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COSCO FIRE PROTECTION, INC. COSCO FIRE PROTECTION, INC. 401(K) SAVINGS PLAN | SAN JUAN CAPISTRANO CA | 500 | $54.7M | $2.2M |
| 2 | OPENGATE INC. OPENGATE INC. 401(K) RETIREMENT PLAN | ARMONK NY | 141 | $11.3M | $2.1M |
| 3 | DOWNS RACHLIN MARTIN PLLC DOWNS RACHLIN MARTIN RETIREMENT PLAN |
ST. JOHNSBURY VT |
| 129 |
| $119.6M |
| $1.6M |
| 4 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $1.5M |
| 5 | FIRETROL PROTECTION SYSTEMS, INC. FIRETROL PROTECTION SYSTEMS, INC. 401(K) SAVINGS PLAN | DALLAS TX | 1,154 | $44.3M | $1.3M |
| 6 | FREEDOM PLAZA OPERATING COMPANY FREEDOM PLAZA ARIZONA RETIREMENT SAVINGS PLAN | PEORIA AZ | 235 | $4.6M | $668K |
| 7 | CFP FIRE PROTECTION, INC. CFP FIRE PROTECTION, INC. 401(K) SAVINGS PLAN | IRVINE CA | 197 | $10.4M | $248K |
| 8 | RANDALL BROTHERS HOLDINGS, INC. RANDALL BROTHERS HOLDINGS, INC. PROFIT SHARING PLAN & TRUST | ATLANTA GA | 150 | $5.6M | $186K |
| 9 | VIDEO VOICE DATA COMMUNICATIONS VIDEO VOICE DATA COMMUNICATIONS 401(K) PLAN | GARDEN GROVE CA | 201 | $3.1M | $151K |
| 10 | ARLOZOROV9, INC. ALMA 401(K) RETIREMENT PLAN AND TRUST | BROOKLYN NY | 560 | $10.7M | $29K |
