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 in their Schedule of Assets, totaling $6.0M 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 | SHOE SHOW, INC. SHOE SHOW RETIREMENT SAVINGS PLAN | CONCORD NC | 3,155 | $49.4M | $2.8M |
| 2 | CALDWELL TANKS, INC. CALDWELL TANKS PROFIT SHARING 401(K) PLAN | LOUISVILLE KY | 345 | $29.9M | $1.5M |
| 3 | KIPP CAPITAL REGION PUBLIC SCHOOLS KIPP CAPITAL REGION PUBLIC SCHOOLS 403(B) PLAN |
ALBANY NY |
| 335 |
| $12.5M |
| $1.5M |
| 4 | DURO DYNE NATIONAL CORP. DURO DYNE NATIONAL CORP. 401(K) RETIREMENT PLAN | BAYSHORE NY | 0 | $0 | $185K |
