Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Lifetime Income Class R3 Mutual Fund in their Schedule of Assets, totaling $11.6M 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 | LANGUAGE LINE, LLC LANGUAGE LINE SERVICES 401(K) RETIREMENT PLAN | MONTEREY CA | 4,265 | $103.4M | $7.6M |
| 2 | POST ACUTE MEDICAL, LLC POST ACUTE MEDICAL, LLC 401(K) PLAN | ENOLA PA | 7,873 | $90.2M | $2.3M |
| 3 | HEALTH ADVOCATE SOLUTIONS, INC. HEALTH ADVOCATE EMPLOYEE 401(K) PLAN |
PLYMOUTH MEETING PA |
| 1,179 |
| $34.3M |
| $1.6M |
