Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Lifetime Income Pooled Separate Accounts in their Schedule of Assets, totaling $31K 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 | SUMMIT CONSTRUCTION, INC. SUMMIT CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FREDERICK MD | 82 | $3.6M | $31K |
