Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Lifetime 2065 R6 in their Schedule of Assets, totaling $1.7M 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 | $1.0M |
| 2 | SMC CORPORATION OF AMERICA SMC CORPORATION RETIREMENT SAVINGS PLAN | NOBLESVILLE IN | 1,312 | $189.4M | $418K |
| 3 | CALDWELL TANKS, INC. CALDWELL TANKS PROFIT SHARING 401(K) PLAN |
LOUISVILLE KY |
| 345 |
| $29.9M |
| $251K |
