PlanOptica
MFS

MFS Lifetime 2035 Fund R6

Ticker LFEKX · Mutual fund · Share class: Class R6Target-date

Matched by tickerMatch to checkAll MFS (Sun Life) fundsThe MFS Lifetime seriesSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
62
57 with $250K or more
Dollars held
$227M
69,800 of 69,862 plans with fund lines hold none
Median per plan
$1.6M
Share of their fund dollars
5.4%

Other share classes of this fund

33 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class R6 (this page)LFEKXLow cost62$227M
Class R3LFETXRetail / revenue sharing20$80.6M
Class R4LFEUXMid cost8$13.4M
MFS Lifetime 2035 Fund ALFEAXNot stated3$8.3M
Class R2LFESXRetail / revenue sharing4$2.0M
Class R1LFERXRetail / revenue sharing1$1.3M

Plans that added or dropped it from 2024 to 2025

Added
1 plan
$8.2M at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
1 plan
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that added it in 2025 (1 plan)

Plans that added it in 2025
PlanYear-end value
Atlanta Flooring Design Centers, Inc. 401(k) Plan$5M-$50M$6.6M to $8.2M

Plans that moved into it from another class or vehicle (1 plan)

Plans that moved into it from another class or vehicle
PlanYear-end value
Opportunity Alliance 403(b) Plan$5M-$50M$3.5M to $4.7M

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold MFS Lifetime 2035 Fund R6

The largest 10 plans in each list.

Hensel Phelps Salary Retirement Plan$741M plan · Hensel Phelps Construction Co, CO · Empower$41.3M
SMC Corporation Retirement Savings Plan$211M plan · SMC Corporation of America, IN · Fidelity (FMR)$23.8M
Massachusetts Financial Services Company Defined Contribution Plan$1.04B plan · Massachusetts Financial Services Company, MA · Bank of America (Merrill)$22.6M
Mfsaving Retirement Plan$644M plan · Massachusetts Financial Sevices Company, MA · Bank of America (Merrill)$15.9M
Onestream Software 401(k) Plan$141M plan · Onestream Software LLC, MI · Fidelity (FMR)$15.0M
Future Group of Companies 401(k) Retirement Savings Plan$148M plan · Future Electronics Corp., MS · Fidelity (FMR)$8.3M
Hensel Phelps Hourly Retirement Plan$64.2M plan · Hensel Phelps Construction Co., CO · Empower$8.0M
Robert Reiser & Company, Inc. 401(k) Profit Sharing Plan$117M plan · Robert Reiser & Company, Inc., MA · Fidelity (FMR)$7.3M
TGF Management Group 401(k) Plan$21.7M plan · TGF Management Group Holdco Inc., CA · Fidelity (FMR)$4.5M
Re/Max, LLC 401(k) Retirement Savings Plan$83.8M plan · Re/Max, LLC, CO · Transamerica (Aegon)$4.3M

Plans whose filed schedule lists MFS Lifetime 2035 Fund R6.

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Vintages held

MFS Lifetime, all classes, mutual fund.

VintageDollarsPlans
2025$165M127
2030$394M142
2035$379M127
2040$468M138
2045$332M127
2050$396M141
2055$274M128
2060$170M120
2065$24.2M77
Income$151M135
Vintage not stated$9.8M13

How the filings spell it

Show 8 names seen in the filings
  • Lifetime 2035 Fund
  • Lifetime 2035 Fund R6
  • Lifetime 2035 R6
  • MFS Lifetime 2035
  • MFS Lifetime 2035 Fund
  • MFS Lifetime 2035 Fund - Class R6
  • Mfs Lifetime 2035 R6
  • Mfs Lifetime 2035 R6 Fund