Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Lifetime 2040 Fund-R3 Mutual Fund in their Schedule of Assets, totaling $621K 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 | INTERNATIONAL PACKAGING CORPORATION INTERNATIONAL PACKAGING CORPORATION EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | PAWTUCKET RI | 134 | $23.2M | $621K |
