Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Lifetime 2060 R6 in their Schedule of Assets, totaling $9.1M 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 | ONESTREAM SOFTWARE LLC ONESTREAM SOFTWARE 401(K) PLAN | BIRMINGHAM MI | 1,119 | $106.3M | $4.4M |
| 2 | SMC CORPORATION OF AMERICA SMC CORPORATION RETIREMENT SAVINGS PLAN | NOBLESVILLE IN | 1,312 | $189.4M | $2.7M |
| 3 | CALDWELL TANKS, INC. CALDWELL TANKS PROFIT SHARING 401(K) PLAN |
LOUISVILLE KY |
| 345 |
| $29.9M |
| $482K |
| 4 | ST. JOHN'S COMMUNITY HEALTH ST. JOHN'S COMMMUNITY HEALTH 403(B) PLAN | LOS ANGELES CA | 1,118 | $14.6M | $447K |
| 5 | KIPP CAPITAL REGION PUBLIC SCHOOLS KIPP CAPITAL REGION PUBLIC SCHOOLS 403(B) PLAN | ALBANY NY | 335 | $12.5M | $374K |
| 6 | SHOE SHOW, INC. SHOE SHOW RETIREMENT SAVINGS PLAN | CONCORD NC | 3,155 | $49.4M | $364K |
| 7 | TGF MANAGEMENT GROUP HOLDCO INC. TGF MANAGEMENT GROUP 401(K) PLAN | LONG BEACH CA | 143 | $21.1M | $183K |
| 8 | TGF MANAGEMENT GROUP HOLDCO INC. TGF MANAGEMENT GROUP 401(K) PLAN | LONG BEACH CA | 134 | $19.0M | $136K |
| 9 | INTERNATIONAL MANAGEMENT CONSULTANTS, INC. INTERNATIONAL MANAGEMENT CONSULTANTS, INC. 401(K) PLAN | MALVERN PA | 171 | $32.6M | $16K |
| 10 | DURO DYNE NATIONAL CORP. DURO DYNE NATIONAL CORP. 401(K) RETIREMENT PLAN | BAYSHORE NY | 0 | $0 | $9K |
