Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MFS Lifetime Income R6 in their Schedule of Assets, totaling $894K 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 | TARRANT AREA FOOD BANK TARRANT AREA FOOD BANK 403(B) PLAN | FORT WORTH TX | 113 | $5.2M | $614K |
| 2 | FOSS RECYCLING, INC. FOSS AUTO RECYCLING, INC. 401(K) PLAN | LA GRANGE NC | 273 | $6.2M | $236K |
| 3 | FORT NORFOLK RETIREMENT COMMUNITY, INC. HARBOR'S EDGE RETIREMENT PLAN |
NORFOLK VA |
| 273 |
| $3.1M |
| $20K |
| 4 | HOMEMAKERS PLAZA, INC. HOMEMAKERS PLAZA, INC. 401(K) PLAN | URBANDALE IA | 320 | $16.8M | $15K |
| 5 | LESCO DESIGN & MANUFACTURING COMPANY, INC. LESCO DESIGN & MANUFACTURING COMPANY, INC. 401(K) RETIREMENT SAVINGS PLAN | LA GRANGE KY | 118 | $10.8M | $10K |
