Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS Lifetime 2060 Fund R6 in their Schedule of Assets, totaling $721K 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 | HOMEMAKERS PLAZA, INC. HOMEMAKERS PLAZA, INC. 401(K) PLAN | URBANDALE IA | 320 | $16.8M | $325K |
| 2 | MENZNER HARDWOODS CO. MENZNER HARDWOODS CO. 401(K) PROFIT SHARING PLAN | MARATHON WI | 452 | $17.3M | $300K |
| 3 | LOS ANGELES DEPENDENCY LAWYERS, INC. LOS ANGELES DEPENDENCY LAWYERS, INC. 401(K) PLAN |
MONTEREY PARK CA |
| 279 |
| $28.7M |
| $96K |
