MFS
MFS Lifetime 2060 Fund R4
Ticker MFJUX · 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
7
3 with $250K or more
Dollars held
$3.8M
69,855 of 69,862 plans with fund lines hold none
Median per plan
$191K
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 R4
The largest 10 plans in each list.
| Edmunds.com, Inc. 401(k) Plan$171M plan · Edmunds.com, Inc., CA · Charles Schwab | $1.9M |
| New Pig Corporation Profit Sharing 401(k) Plan$107M plan · New Pig Corporation, PA · Fulton Bank | $1.1M |
| Keesal, Young & Logan 401(k) Plan$45.6M plan · Keesal, Young & Logan, CA · Fidelity (FMR) | $320K |
| Solix, Inc. Savings and Retirement Plan$73.3M plan · Solix, Inc., NJ · Fidelity (FMR) | $191K |
| Champion Chevrolet 401(k) Salary Savings Plan$12.5M plan · Champion Chevrolet, NV · Fidelity (FMR) | $138K |
| Solix CMR 401(k) Plan$7.7M plan · Sivic Solutions Group, LLC, NJ · Fidelity (FMR) | $112K |
| Solix CMR 401(k) Plan$6.0M plan · Solix, Inc., NJ · Fidelity (FMR) | $85K |
Plans whose filed schedule lists MFS Lifetime 2060 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 2 names seen in the filings
- MFS Lifetime 2060
- Mfs Lifetime 2060 R4