Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Lifetime 2040 Fund R6 in their Schedule of Assets, totaling $7.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $4.2M |
| 2 | FIRETROL PROTECTION SYSTEMS, INC. FIRETROL PROTECTION SYSTEMS, INC. 401(K) SAVINGS PLAN | DALLAS TX | 1,154 | $44.3M | $2.7M |
| 3 | CFP FIRE PROTECTION, INC. |
IRVINE CA |
| 197 |
| $10.4M |
| $244K |
