Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Lifetime Income R6 Mutual fund in their Schedule of Assets, totaling $2.8M 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 | ILSL HOLDING INC. USA INDEGENE 401(K) PLAN | PRINCETON NJ | 469 | $44.7M | $1.1M |
| 2 | CHARM SCIENCES, INC. CHARM SCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCE MA | 321 | $46.3M | $862K |
| 3 | RE/MAX, LLC RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN |
DENVER CO |
| 517 |
| $76.4M |
| $852K |
| 4 | ALL ENERGY SOLAR, INC. ALL ENERGY SOLAR RETIREMENT PLAN | ST. PAUL MN | 211 | $7.8M | $31K |
