Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Lifetime Income Mutual fund in their Schedule of Assets, totaling $110K 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 | ARCHITECTURAL ARTS MILLWORK, LLC ARCHITECTURAL ARTS MILLWORK, LLC 401(K) PLAN | DES MOINES IA | 135 | $10.4M | $80K |
| 2 | INFOIMAGE OF CALIFORNIA, INC. INFOIMAGE OF CALIFORNIA, INC. RETIREMENT PLAN | BRISBANE CA | 163 | $17.3M | $22K |
| 3 | BPN, LLP BPN, LLP RETIREMENT PLAN |
VALHALLA NY |
| 144 |
| $15.3M |
| $8K |
