Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Lifetime Income Fund Class R6 Registered investment companies in their Schedule of Assets, totaling $398K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEMO USA, INC. LEMO USA INC 401(K) PROFIT SHARING PLAN | ROHNERT PARK CA | 121 | $12.1M | $398K |
