MFS
MFS Lifetime Income Fund R4
Ticker MLLJX · 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
9
7 with $250K or more
Dollars held
$5.4M
69,853 of 69,862 plans with fund lines hold none
Median per plan
$323K
Share of their fund dollars
1.3%
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 R3MLLHX | Retail / revenue sharing | 22 | $45.2M |
| MFS Lifetime Income Fund AMLLAX | Not stated | 4 | $8.3M |
| Class R4 (this page)MLLJX | 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 R4
The largest 10 plans in each list.
| Champion Chevrolet 401(k) Salary Savings Plan$12.5M plan · Champion Chevrolet, NV · Fidelity (FMR) | $2.0M |
| Solix, Inc. Savings and Retirement Plan$73.3M plan · Solix, Inc., NJ · Fidelity (FMR) | $887K |
| Edmunds.com, Inc. 401(k) Plan$171M plan · Edmunds.com, Inc., CA · Charles Schwab | $829K |
| New Pig Corporation Profit Sharing 401(k) Plan$107M plan · New Pig Corporation, PA · Fulton Bank | $656K |
| Solix CMR 401(k) Plan$7.7M plan · Sivic Solutions Group, LLC, NJ · Fidelity (FMR) | $323K |
| Sacramento Children's Home, Inc. 403(b) Plan$15.3M plan · Sacramento Children's Home, Inc., CA · Not identified | $321K |
| Solix CMR 401(k) Plan$6.0M plan · Solix, Inc., NJ · Fidelity (FMR) | $257K |
| Keesal, Young & Logan 401(k) Plan$45.6M plan · Keesal, Young & Logan, CA · Fidelity (FMR) | $117K |
| Iowa Spring Manufacturing Inc 401(k) Plan$10.0M plan · Iowa Spring Manufacturing, IA · UBS Financial Services | $23K |
Plans whose filed schedule lists MFS Lifetime Income 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 4 names seen in the filings
- MFS Lifetime Income
- MFS Lifetime Income Fund Class R4
- MFS Lifetime Income R4
- Mfs Lifetime Inc R4