Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Lifetime 2055 R4 in their Schedule of Assets, totaling $852K 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 | THE DINGLEY PRESS, INC. THE DINGLEY PRESS 401(K) RETIREMENT PLAN | LISBON ME | 325 | $14.6M | $635K |
| 2 | EMERALD TEXTILES, SAN DIEGO, LLC EMERALD TEXTILES, SAN DIEGO LLC 401(K) PLAN | SAN DIEGO CA | 1,040 | $6.5M | $197K |
| 3 | EDMUNDS.COM, INC. EDMUNDS.COM, INC. 401(K) PLAN |
SANTA MONICA CA |
| 482 |
| $143.7M |
| $20K |