Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Lifetime Income Registered Investment Company in their Schedule of Assets, totaling $109K 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 | HAGERTY CONSULTING INC HAGERTY CONSULTING INC 401(K) PLAN | EVANSTON IL | 394 | $25.4M | $109K |
