Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Lifetime 2025 - R4 Mutual fund in their Schedule of Assets, totaling $10.6M 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 | U.S. UROLOGY PARTNERS, LLC U.S. UROLOGY PARTNERS 401(K) AND PROFIT SHARING PLAN | BRENTWOOD TN | 918 | $144.0M | $10.5M |
| 2 | KEESAL, YOUNG & LOGAN KEESAL, YOUNG & LOGAN 401(K) PLAN | LONG BEACH CA | 105 | $45.8M | $113K |
