Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MFS Lifetime 2035 R6 in their Schedule of Assets, totaling $4.6M 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 | FAST GLOBAL SOLUTIONS, INC. FAST GLOBAL SOLUTIONS, INC. 401(K) PLAN | GLENWOOD MN | 390 | $18.1M | $1.5M |
| 2 | TARRANT AREA FOOD BANK TARRANT AREA FOOD BANK 403(B) PLAN | FORT WORTH TX | 113 | $5.2M | $1.4M |
| 3 | FOSS RECYCLING, INC. FOSS AUTO RECYCLING, INC. 401(K) PLAN |
LA GRANGE NC |
| 273 |
| $6.2M |
| $1.3M |
| 4 | FORT NORFOLK RETIREMENT COMMUNITY, INC. HARBOR'S EDGE RETIREMENT PLAN | NORFOLK VA | 273 | $3.1M | $222K |
| 5 | DESIGN COMMUNICATIONS, LTD. DESIGN COMMUNICATIONS, LTD. 401K PLAN | AVON MA | 274 | $22.9M | $40K |
