Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Lifetime 2035 R3 in their Schedule of Assets, totaling $5.9M 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 | PREFERRED TRAVEL GROUP PREFERRED TRAVEL GROUP 401(K) PROFIT SHARING PLAN | NEWPORT BEACH CA | 225 | $36.1M | $4.2M |
| 2 | WESTERN NATIONAL PROPERTIES DBA WESTERN NATIONAL GROUP WNG 401(K) PLAN | IRVINE CA | 824 | $58.3M | $966K |
| 3 | BRADY ENTERPRISES, INC. BRADY ENTERPRISES, INC. 401(K) PLAN |
EAST WEYMOUTH MA |
| 128 |
| $4.4M |
| $696K |
