Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Lifetime 2055 Fund Class R6 Mutual fund in their Schedule of Assets, totaling $13.5M 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 | MELTWATER NEWS US, INC. MELTWATER NEWS US INC. 401(K) PLAN | REDWOOD CITY CA | 862 | $61.0M | $11.7M |
| 2 | DELAWARE VALLEY COMMUNITY HEALTH, INC. DELAWARE VALLEY COMMUNITY HEALTH, INC. RETIREMENT AND SAVINGS PLAN | PHILADELPHIA PA | 356 | $43.5M | $1.1M |
| 3 | MERSINO DEWATERING, LLC |
DAVISON MI |
| 510 |
| $16.6M |
| $724K |
