Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS MFS Lifetime 2040 Fund in their Schedule of Assets, totaling $274K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOND MANAGEMENT PARTNERS, LLC BOND MANAGEMENT PARTNERS 401(K) | FRISCO TX | 377 | $5.7M | $274K |
