MFS
MFS Lifetime 2035 Fund R4
Ticker LFEUX · Mutual fund · Share class: Class R4Mid costTarget-date
Matched by tickerAll 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
8
6 with $250K or more
Dollars held
$13.4M
69,854 of 69,862 plans with fund lines hold none
Median per plan
$1.5M
Share of their fund dollars
3.3%
Other share classes of this fund
33 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6LFEKX | Low cost | 62 | $227M |
| Class R3LFETX | Retail / revenue sharing | 20 | $80.6M |
| Class R4 (this page)LFEUX | Mid cost | 8 | $13.4M |
| MFS Lifetime 2035 Fund ALFEAX | Not stated | 3 | $8.3M |
| Class R2LFESX | Retail / revenue sharing | 4 | $2.0M |
| Class R1LFERX | Retail / revenue sharing | 1 | $1.3M |
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
1 plan
to another class or vehicle
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Opportunity Alliance 403(b) Plan$5M-$50M Share class change | $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 R4
The largest 10 plans in each list.
| New Pig Corporation Profit Sharing 401(k) Plan$107M plan · New Pig Corporation, PA · Fulton Bank | $6.7M |
| Solix CMR 401(k) Plan$7.7M plan · Sivic Solutions Group, LLC, NJ · Fidelity (FMR) | $2.0M |
| Solix CMR 401(k) Plan$6.0M plan · Solix, Inc., NJ · Fidelity (FMR) | $1.6M |
| Solix, Inc. Savings and Retirement Plan$73.3M plan · Solix, Inc., NJ · Fidelity (FMR) | $1.5M |
| Champion Chevrolet 401(k) Salary Savings Plan$12.5M plan · Champion Chevrolet, NV · Fidelity (FMR) | $947K |
| Keesal, Young & Logan 401(k) Plan$45.6M plan · Keesal, Young & Logan, CA · Fidelity (FMR) | $256K |
| Edmunds.com, Inc. 401(k) Plan$171M plan · Edmunds.com, Inc., CA · Charles Schwab | $211K |
| Iowa Spring Manufacturing Inc 401(k) Plan$10.0M plan · Iowa Spring Manufacturing, IA · UBS Financial Services | $63K |
Plans whose filed schedule lists MFS Lifetime 2035 Fund R4.
Vintages held
MFS Lifetime, all classes, mutual fund.
| Vintage | Dollars | Plans |
|---|---|---|
| 2025 | $165M | 127 |
| 2030 | $394M | 142 |
| 2035 | $379M | 127 |
| 2040 | $468M | 138 |
| 2045 | $332M | 127 |
| 2050 | $396M | 141 |
| 2055 | $274M | 128 |
| 2060 | $170M | 120 |
| 2065 | $24.2M | 77 |
| Income | $151M | 135 |
| Vintage not stated | $9.8M | 13 |
How the filings spell it
Show 3 names seen in the filings
- MFS Lifetime 2035
- MFS Lifetime 2035 Fund Class R4
- Mfs Lifetime 2035 R4