Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS MFS Lifetime 2055 R3 in their Schedule of Assets, totaling $17.9M 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 | TREK BICYCLE CORPORATION TREK BICYCLE CORPORATION 401(K) PLAN | WATERLOO WI | 2,445 | $245.3M | $14.3M |
| 2 | TILLYS TILLYS 401(K) PLAN | IRVINE CA | 7,242 | $46.9M | $3.6M |
