Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Lifetime 2040 R6 Mutual fund in their Schedule of Assets, totaling $10.0M 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 | RE/MAX, LLC RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 517 | $76.4M | $3.9M |
| 2 | CHARM SCIENCES, INC. CHARM SCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCE MA | 321 | $46.3M | $3.6M |
| 3 | ILSL HOLDING INC. USA INDEGENE 401(K) PLAN |
PRINCETON NJ |
| 469 |
| $44.7M |
| $2.1M |
| 4 | ALL ENERGY SOLAR, INC. ALL ENERGY SOLAR RETIREMENT PLAN | ST. PAUL MN | 211 | $7.8M | $427K |
