MFS
MFS Lifetime 2030 Fund R1
Ticker MLTEX · Mutual fund · Share class: Class R1Retail / 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
2
1 with $250K or more
Dollars held
$442K
69,860 of 69,862 plans with fund lines hold none
Median per plan
$430K
Share of their fund dollars
2.2%
Same fund, other share classes
17 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6MLTKX | Low cost | 64 | $198M |
| MFS Lifetime 2030 Fund R3MLTHX | Not stated | 23 | $98.6M |
| Class R4MLTJX | Mid cost | 8 | $15.6M |
| MFS Lifetime 2030 Fund AMLTAX | Not stated | 4 | $13.9M |
| Class R2MLTGX | Retail / revenue sharing | 7 | $2.3M |
| Class R1 (this page)MLTEX | Retail / revenue sharing | 2 | $442K |
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 2030 Fund R1
The largest 10 plans in each list.
| Collagen Matrix Inc 401(k) Profit Sharing Plan & Trust$17.8M plan · Collagen Matrix Inc, NJ · Paychex | $430K |
| Care Hawaii, Inc. 401(k) Retirement Savings Plan$3.4M plan · Care Hawaii, Inc., HI · Not identified | $12K |
Plans whose filed schedule lists MFS Lifetime 2030 Fund R1.
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 2030
- MFS Lifetime 2030 Fund Class R1