Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding MFS Lifetime 2040 R6 in their Schedule of Assets, totaling $32.7M 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 | SMC CORPORATION OF AMERICA SMC CORPORATION RETIREMENT SAVINGS PLAN | NOBLESVILLE IN | 1,312 | $189.4M | $11.1M |
| 2 | ONESTREAM SOFTWARE LLC ONESTREAM SOFTWARE 401(K) PLAN | BIRMINGHAM MI | 1,119 | $106.3M | $7.2M |
| 3 | KIPP CAPITAL REGION PUBLIC SCHOOLS KIPP CAPITAL REGION PUBLIC SCHOOLS 403(B) PLAN |
ALBANY NY |
| 335 |
| $12.5M |
| $4.7M |
| 4 | SHOE SHOW, INC. SHOE SHOW RETIREMENT SAVINGS PLAN | CONCORD NC | 3,155 | $49.4M | $4.3M |
| 5 | CALDWELL TANKS, INC. CALDWELL TANKS PROFIT SHARING 401(K) PLAN | LOUISVILLE KY | 345 | $29.9M | $2.3M |
| 6 | TGF MANAGEMENT GROUP HOLDCO INC. TGF MANAGEMENT GROUP 401(K) PLAN | LONG BEACH CA | 143 | $21.1M | $1.1M |
| 7 | TGF MANAGEMENT GROUP HOLDCO INC. TGF MANAGEMENT GROUP 401(K) PLAN | LONG BEACH CA | 134 | $19.0M | $1.0M |
| 8 | ST. JOHN'S COMMUNITY HEALTH ST. JOHN'S COMMMUNITY HEALTH 403(B) PLAN | LOS ANGELES CA | 1,118 | $14.6M | $858K |
| 9 | GIRL SCOUTS-NORTH CAROLINA COASTAL PINES, INC. GIRL SCOUTS-NORTH CAROLINA COASTAL PINES 403(B) THRIFT PLAN | RALEIGH NC | 105 | $7.6M | $140K |
| 10 | DURO DYNE NATIONAL CORP. DURO DYNE NATIONAL CORP. 401(K) RETIREMENT PLAN | BAYSHORE NY | 0 | $0 | $81K |
