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 Mutual fund in their Schedule of Assets, totaling $784K 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 | RE/MAX, LLC RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 517 | $76.4M | $424K |
| 2 | CHARM SCIENCES, INC. CHARM SCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCE MA | 321 | $46.3M | $196K |
| 3 | ALL ENERGY SOLAR, INC. ALL ENERGY SOLAR RETIREMENT PLAN |
ST. PAUL MN |
| 211 |
| $7.8M |
| $165K |
