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 R2 (a) in their Schedule of Assets, totaling $337K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BUTCHER AIR CONDITIONING CO, INC BUTCHER AIR CONDITIONING CO.INC. PROFIT SHARING 401(K) TRUST | BROUSSARD LA | 135 | $13.7M | $337K |
