Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS LIFETIME 2040FUND - R6 in their Schedule of Assets, totaling $4.7M 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 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $2.9M |
| 2 | RANDALL BROTHERS HOLDINGS, INC. RANDALL BROTHERS HOLDINGS, INC. PROFIT SHARING PLAN & TRUST | ATLANTA GA | 150 | $5.6M | $682K |
| 3 | FREEDOM PLAZA OPERATING COMPANY |
PEORIA AZ |
| 235 |
| $4.6M |
| $543K |
| 4 | VIDEO VOICE DATA COMMUNICATIONS VIDEO VOICE DATA COMMUNICATIONS 401(K) PLAN | GARDEN GROVE CA | 201 | $3.1M | $372K |
| 5 | OPENGATE INC. OPENGATE INC. 401(K) RETIREMENT PLAN | ARMONK NY | 141 | $11.3M | $116K |
| 6 | ALLIANCE RUBBER COMPANY ALLIANCE PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | HOT SPRINGS AR | 114 | $12.3M | $63K |
| 7 | ARLOZOROV9, INC. ALMA 401(K) RETIREMENT PLAN AND TRUST | BROOKLYN NY | 560 | $10.7M | $51K |
| 8 | RUNTIME TECHNOLOGIES, LLC RUNTIME TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN AND TRUST | TEMPE AZ | 138 | $7.6M | $10K |
