Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Lifetime 2045 R3 in their Schedule of Assets, totaling $5.2M 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 | PREFERRED TRAVEL GROUP PREFERRED TRAVEL GROUP 401(K) PROFIT SHARING PLAN | NEWPORT BEACH CA | 225 | $36.1M | $3.3M |
| 2 | WESTERN NATIONAL PROPERTIES DBA WESTERN NATIONAL GROUP WNG 401(K) PLAN | IRVINE CA | 824 | $58.3M | $899K |
| 3 | EMERALD TEXTILES, SAN DIEGO, LLC |
SAN DIEGO CA |
| 1,040 |
| $6.5M |
| $713K |
| 4 | BRADY ENTERPRISES, INC. BRADY ENTERPRISES, INC. 401(K) PLAN | EAST WEYMOUTH MA | 128 | $4.4M | $290K |
