Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Lifetime Income R3 in their Schedule of Assets, totaling $16.5M 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 | ATLANTA GASTROENTEROLOGY ASSOCIATES UNITED DIGESTIVE 401(K) PLAN | ATLANTA GA | 1,482 | $91.3M | $15.9M |
| 2 | HAGERSTOWN GOODWILL INDUSTRIES INC HAGERSTOWN GOODWILL INDUSTRIES INC EMPLOYEE 401K RETIREMENT PLAN | HAGERSTOWN MD | 407 | $4.3M | $601K |
