MFS
MFS Lifetime 2060 Fund A
Ticker MFJAX · Mutual fund · Share class: Class ARetail / 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
4
2 with $250K or more
Dollars held
$1.3M
69,858 of 69,862 plans with fund lines hold none
Median per plan
$519K
Share of their fund dollars
1.0%
Same fund, other share classes
31 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
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold MFS Lifetime 2060 Fund A
The largest 10 plans in each list.
| Global Communities 401(k) Profit Sharing Plan$61.2M plan · Global Communities, MD · Empower | $731K |
| Oss Retirement Savings and Investment Plan$58.6M plan · Office Support Services, LLC, GA · Bank of America (Merrill) | $519K |
| Children's Institute, Inc. Retirement Plan$3.1M plan · Children's Institute, Inc., CA · Transamerica (Aegon) | $39K |
| Jet Food Stores 401 K Plan$10.0M plan · Jet Food Stores of Georgia, Inc., GA · Empower | $27K |
Plans whose filed schedule lists MFS Lifetime 2060 Fund A.
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 2 names seen in the filings
- MFS Lifetime 2060
- MFS Lifetime 2060 Fund