MFS
MFS Lifetime 2050 Fund R3
Ticker MFFOX · Mutual fund · Share class: Class R3Retail / revenue sharingTarget-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
22
19 with $250K or more
Dollars held
$101M
69,840 of 69,862 plans with fund lines hold none
Median per plan
$2.6M
Share of their fund dollars
7.7%
Same fund, other share classes
42 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 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 moved into it from another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Sacramento Children's Home, Inc. 403(b) Plan$5M-$50M Share class change | $8.4M to $10.0M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold MFS Lifetime 2050 Fund R3
The largest 10 plans in each list.
| Trek Bicycle Corporation 401(k) Plan$268M plan · Trek Bicycle Corporation, WI · Transamerica (Aegon) | $21.1M |
| Healthpro-Heritage 401(k) Plan$185M plan · Health Pro Management Services, LLC, MD · Fidelity (FMR) | $15.9M |
| Language Line Services 401(k) Retirement Plan$136M plan · Language Line, LLC, CA · Lincoln Financial | $13.1M |
| Barkley, LLC 401(k) Profit Sharing Plan$80.9M plan · Barkley, LLC, MO · Fidelity (FMR) | $10.9M |
| Post Acute Medical, LLC 401(k) Plan$112M plan · Post Acute Medical, LLC, PA · Lincoln Financial | $9.7M |
| Health Advocate Employee 401(k) Plan$40.0M plan · Health Advocate Solutions, Inc., PA · Lincoln Financial | $5.4M |
| Tillys 401(k) Plan$54.5M plan · Tillys, CA · Fidelity (FMR) | $4.9M |
| Preferred Travel Group 401(k) Profit Sharing Plan$45.0M plan · Preferred Travel Group, CA · Fidelity (FMR) | $3.6M |
| Haile Gold Mine, Inc. 401(k) Profit Sharing Plan$40.3M plan · Romarco Minerals U.S. Inc., SC · Empower | $3.3M |
| Screenvision 401(k) Savings Plan$27.3M plan · Screenvision Direct, Inc., NY · Lincoln Financial | $3.0M |
Plans whose filed schedule lists MFS Lifetime 2050 Fund R3.
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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 5 names seen in the filings
- MFS Lifetime 2050
- MFS Lifetime 2050 - Class R3
- MFS Lifetime 2050 Fund
- MFS Lifetime 2050 Fund Class R3
- Mfs Lifetime 2050 R3