Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Lifetime MFS Lifetime Income Fund R6 N/R in their Schedule of Assets, totaling $1.7M 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 | TT GROUP INDUSTRIES, INC. TT ELECTRONICS 401(K) RETIREMENT PLAN | PLANO TX | 797 | $67.2M | $1.7M |
