PlanOptica
MFS

MFS Lifetime 2060 Fund R6

Ticker MFJKX · Mutual fund · Share class: Class R6Low costTarget-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
41 with $250K or more
Dollars held
$85.2M
69,800 of 69,862 plans with fund lines hold none
Median per plan
$446K
Share of their fund dollars
2.2%

Same fund, other share classes

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

ClassCost tierPlansDollars
Class R6 (this page)MFJKXLow cost62$85.2M
Class R3MFJTXRetail / revenue sharing17$48.1M
Class R4MFJUXMid cost7$3.8M
Class R2MFJGXRetail / revenue sharing3$1.6M
Class AMFJAXRetail / revenue sharing4$1.3M

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 R6

The largest 10 plans in each list.

Hensel Phelps Salary Retirement Plan$741M plan · Hensel Phelps Construction Co, CO · Empower$16.7M
Massachusetts Financial Services Company Defined Contribution Plan$1.04B plan · Massachusetts Financial Services Company, MA · Bank of America (Merrill)$8.0M
Meltwater News US Inc. 401(k) Plan$71.4M plan · Meltwater News US, Inc., CA · Fidelity (FMR)$6.4M
Onestream Software 401(k) Plan$141M plan · Onestream Software LLC, MI · Fidelity (FMR)$6.4M
Mfsaving Retirement Plan$644M plan · Massachusetts Financial Sevices Company, MA · Bank of America (Merrill)$5.9M
SMC Corporation Retirement Savings Plan$211M plan · SMC Corporation of America, IN · Fidelity (FMR)$3.5M
Children's Institute, Inc. 403(b) Plan$39.1M plan · Children's Institute, Inc., CA · Transamerica (Aegon)$3.4M
Fitesa 401(k) Retirement Savings Plan$70.5M plan · Fitesa Simpsonville, Inc., SC · Principal$3.2M
Trinity Partners, LLC 401(k) Profit Sharing Plan$97.0M plan · Trinity Partners, LLC, MA · Empower$1.8M
Future Group of Companies 401(k) Retirement Savings Plan$148M plan · Future Electronics Corp., MS · Fidelity (FMR)$1.8M

Plans whose filed schedule lists MFS Lifetime 2060 Fund R6.

See all 62 plans with Pro. Free for 7 days, then $49 a month.

Pro unlocks:
  • Plan and sponsor names
  • Recordkeeper
  • Plan assets
  • Dollars held and % of plan funds

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 2060 Fund R6
  • Lifetime 2060 R6
  • MFS Lifetime 2060
  • MFS Lifetime 2060 Fund
  • MFS Lifetime 2060 Fund - Class R6
  • MFS Lifetime 2060 Fund Class R6 N/R
  • MFS Lifetime 2060 R6
  • Mfs Lifetime 2060 R6 Fund