Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS LIFETIME 2040FUND - R6 in their Schedule of Assets, totaling $4.0M 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 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $2.9M |
| 2 | FREEDOM PLAZA OPERATING COMPANY FREEDOM PLAZA ARIZONA RETIREMENT SAVINGS PLAN | PEORIA AZ | 235 | $4.6M | $543K |
| 3 | VIDEO VOICE DATA COMMUNICATIONS |
GARDEN GROVE CA |
| 201 |
| $3.1M |
| $372K |
| 4 | OPENGATE INC. OPENGATE INC. 401(K) RETIREMENT PLAN | ARMONK NY | 141 | $11.3M | $116K |
| 5 | ALLIANCE RUBBER COMPANY ALLIANCE PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | HOT SPRINGS AR | 114 | $12.3M | $63K |
| 6 | ARLOZOROV9, INC. ALMA 401(K) RETIREMENT PLAN AND TRUST | BROOKLYN NY | 560 | $10.7M | $51K |
| 7 | RUNTIME TECHNOLOGIES, LLC RUNTIME TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN AND TRUST | TEMPE AZ | 138 | $7.6M | $10K |
