Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Lifetime 2055 Fund R6 in their Schedule of Assets, totaling $8.0M 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 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $3.1M |
| 2 | FIRETROL PROTECTION SYSTEMS, INC. FIRETROL PROTECTION SYSTEMS, INC. 401(K) SAVINGS PLAN | DALLAS TX | 1,154 | $44.3M | $1.5M |
| 3 | COSCO FIRE PROTECTION, INC. |
SAN JUAN CAPISTRANO CA |
| 500 |
| $54.7M |
| $1.1M |
| 4 | ARLOZOROV9, INC. ALMA 401(K) RETIREMENT PLAN AND TRUST | BROOKLYN NY | 560 | $10.7M | $948K |
| 5 | FREEDOM PLAZA OPERATING COMPANY FREEDOM PLAZA ARIZONA RETIREMENT SAVINGS PLAN | PEORIA AZ | 235 | $4.6M | $293K |
| 6 | CFP FIRE PROTECTION, INC. CFP FIRE PROTECTION, INC. 401(K) SAVINGS PLAN | IRVINE CA | 197 | $10.4M | $271K |
| 7 | VIDEO VOICE DATA COMMUNICATIONS VIDEO VOICE DATA COMMUNICATIONS 401(K) PLAN | GARDEN GROVE CA | 201 | $3.1M | $243K |
| 8 | OPENGATE INC. OPENGATE INC. 401(K) RETIREMENT PLAN | ARMONK NY | 141 | $11.3M | $236K |
| 9 | RUNTIME TECHNOLOGIES, LLC RUNTIME TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN AND TRUST | TEMPE AZ | 138 | $7.6M | $121K |
| 10 | ALLIANCE RUBBER COMPANY ALLIANCE PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | HOT SPRINGS AR | 114 | $12.3M | $43K |
