Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS Lifetime 2040 Fund " in their Schedule of Assets, totaling $15.1M 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 | GRANITE GROUP WHOLESALERS, LLC GRANITE GROUP WHOLESALERS PROFIT SHARING PLAN & TRUST | CONCORD NH | 710 | $65.0M | $5.0M |
| 2 | ROBINSON, INC. ROBINSON 401(K) PROFIT SHARING PLAN | DEPERE WI | 562 | $37.7M | $3.2M |
| 3 | GCON MANAGEMENT COMPANY, LLC GCON 401(K) PLAN |
PHOENIX AZ |
| 174 |
| $15.4M |
| $3.0M |
| 4 | GDH CONSULTING, INC. GDH CONSULTING, INC. 401(K) PLAN | TULSA OK | 364 | $17.4M | $1.7M |
| 5 | SAC HEALTH SYSTEM SACHS RETIREMENT SAVINGS PLAN | SAN BERNARDINO CA | 691 | $25.1M | $1.1M |
| 6 | PENTEGRA SERVICES, INC THE BALDWIN GROUP PEP | WHITE PLAINS NY | 2,400 | $5.5M | $399K |
| 7 | MILBERN BUILDERS ASSOCIATES, INC. THE HANKIN GROUP 401(K) PLAN | EXTON PA | 109 | $18.2M | $275K |
| 8 | OLIN PARTNERSHIP, LTD. OLIN PARTNERSHIP, LTD. 401(K) PLAN | PHILADELPHIA PA | 70 | $15.9M | $255K |
| 9 | HELIX HUMAN SERVICES, INC HELIX HUMAN SERVICES, INC. 401(K) RETIREMENT PLAN | SPRINGFIELD MA | 145 | $4.2M | $202K |
