Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS MFS Lifetime 2060 Fund Class R3 a in their Schedule of Assets, totaling $257K 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 | SM HOLDING GROUP, INC. D/B/A SHUMATE MECHANICAL LL SHUMATE MECHANICAL LLC 401(K) PLAN | DULUTH GA | 567 | $18.8M | $257K |
