MFS
MFS Lifetime Income Fund R3
Ticker MLLHX · 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
16 with $250K or more
Dollars held
$45.2M
69,840 of 69,862 plans with fund lines hold none
Median per plan
$1.4M
Share of their fund dollars
3.2%
Same fund, other share classes
39 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6MLLKX | Low cost | 71 | $77.6M |
| Class R3 (this page)MLLHX | Retail / revenue sharing | 22 | $45.2M |
| MFS Lifetime Income Fund AMLLAX | Not stated | 4 | $8.3M |
| Class R4MLLJX | Mid cost | 9 | $5.4M |
| Class R2MLLGX | Retail / revenue sharing | 6 | $691K |
| Class R1MLLEX | Retail / revenue sharing | 2 | $306K |
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 Income Fund R3
The largest 10 plans in each list.
| United Digestive 401(k) Plan$91.3M plan · Atlanta Gastroenterology Associates, GA · Empower | $15.9M |
| Interpak Savings & Profit SHRG Plan$25.3M plan · International Packaging Corp., RI · Empower | $5.3M |
| Preferred Travel Group 401(k) Profit Sharing Plan$45.0M plan · Preferred Travel Group, CA · Fidelity (FMR) | $3.4M |
| Trek Bicycle Corporation 401(k) Plan$268M plan · Trek Bicycle Corporation, WI · Transamerica (Aegon) | $3.0M |
| Healthpro-Heritage 401(k) Plan$185M plan · Health Pro Management Services, LLC, MD · Fidelity (FMR) | $3.0M |
| Eastern Shore Rural Health System, Inc. 403(b) Plan$23.6M plan · Eastern Shore Rural Health System, Inc., VA · Empower | $2.8M |
| Post Acute Medical, LLC 401(k) Plan$112M plan · Post Acute Medical, LLC, PA · Lincoln Financial | $2.3M |
| San Gorgonio Memorial Hospital Tax Sheltered$41.6M plan · San Gorgonio Memorial Hospital, CA · Voya | $2.0M |
| Fresno Valves & Castings, Inc. 401(k) Profit Sharing Plan$37.3M plan · Fresno Valves & Castings, Inc., CA · Transamerica (Aegon) | $1.9M |
| Alpine Power Systems, Inc. Employee 401(k) Retirement Plan$21.5M plan · Alpine Power Systems, Inc., MI · Fidelity (FMR) | $1.5M |
Plans whose filed schedule lists MFS Lifetime Income 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 6 names seen in the filings
- Lifetime Income - R3
- MFS Lifetime Income
- MFS Lifetime Income Class R3
- MFS Lifetime Income Fund Class R3
- MFS Lifetime Income R3
- Mfs Lifetime Inc R3