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MFS

MFS Lifetime Income Fund R6

Ticker MLLKX · Mutual fund · Share class: Class R6Target-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
71
46 with $250K or more
Dollars held
$77.6M
69,791 of 69,862 plans with fund lines hold none
Median per plan
$453K
Share of their fund dollars
1.7%

Same fund, other share classes

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

ClassCost tierPlansDollars
Class R6 (this page)MLLKXLow cost71$77.6M
Class R3MLLHXRetail / revenue sharing22$45.2M
MFS Lifetime Income Fund AMLLAXNot stated4$8.3M
Class R4MLLJXMid cost9$5.4M
Class R2MLLGXRetail / revenue sharing6$691K
Class R1MLLEXRetail / revenue sharing2$306K

Plans adding and dropping it, 2024 to 2025

Added
1 plan
$5.6M 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

Plans that added it in 2025 (1 plan)

Plans that added it in 2025
PlanYear-end value
White-Wilson Medical Center Profit Sharing & 401(k) Plan &Tr$5M-$50M$5.6M

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold MFS Lifetime Income Fund R6

The largest 10 plans in each list.

Hensel Phelps Salary Retirement Plan$741M plan · Hensel Phelps Construction Co, CO · Empower$8.7M
SMC Corporation Retirement Savings Plan$211M plan · SMC Corporation of America, IN · Fidelity (FMR)$7.3M
White-Wilson Medical Center Profit Sharing & 401(k) Plan &Tr$40.0M plan · White-Wilson Medical Center, PA, FL · Raymond James Financial Services$5.6M
Massachusetts Financial Services Company Defined Contribution Plan$1.04B plan · Massachusetts Financial Services Company, MA · Bank of America (Merrill)$4.9M
Future Group of Companies 401(k) Retirement Savings Plan$148M plan · Future Electronics Corp., MS · Fidelity (FMR)$4.7M
Cosco Fire Protection, Inc. 401(k) Savings Plan$61.6M plan · Cosco Fire Protection, Inc., CA · T. Rowe Price$2.7M
Robert Reiser & Company, Inc. 401(k) Profit Sharing Plan$117M plan · Robert Reiser & Company, Inc., MA · Fidelity (FMR)$2.6M
Mfsaving Retirement Plan$644M plan · Massachusetts Financial Sevices Company, MA · Bank of America (Merrill)$2.5M
Firetrol Protection Systems, Inc. 401(k) Savings Plan$53.6M plan · Firetrol Protection Systems, Inc., TX · T. Rowe Price$2.4M
Downs Rachlin Martin Retirement Plan$137M plan · Downs Rachlin Martin PLLC, VT · Fidelity (FMR)$2.2M

Plans whose filed schedule lists MFS Lifetime Income Fund R6.

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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 Income Fund R6
  • Lifetime Income R6
  • MFS Lifetime Income
  • MFS Lifetime Income Fund
  • MFS Lifetime Income R6
  • Mfs Lifetime Inc R6
  • Mfs Lifetime Income FD R6
  • Mfs Lifetime Income R6 Fund