MFS
MFS Lifetime 2030 Fund R3
Ticker MLTHX · Mutual fundTarget-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
23
21 with $250K or more
Dollars held
$98.6M
69,839 of 69,862 plans with fund lines hold none
Median per plan
$3.0M
Share of their fund dollars
7.5%
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 R3 (this page)MLTHX | 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 R1MLTEX | 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 R3
The largest 10 plans in each list.
| Language Line Services 401(k) Retirement Plan$136M plan · Language Line, LLC, CA · Lincoln Financial | $15.7M |
| Post Acute Medical, LLC 401(k) Plan$112M plan · Post Acute Medical, LLC, PA · Lincoln Financial | $10.7M |
| Healthpro-Heritage 401(k) Plan$185M plan · Health Pro Management Services, LLC, MD · Fidelity (FMR) | $10.4M |
| Formica Corporation 401(k) Retirement Savings Plan$103M plan · Formica Corporation, OH · John Hancock (Manulife) | $9.4M |
| Trek Bicycle Corporation 401(k) Plan$268M plan · Trek Bicycle Corporation, WI · Transamerica (Aegon) | $7.7M |
| Health Advocate Employee 401(k) Plan$40.0M plan · Health Advocate Solutions, Inc., PA · Lincoln Financial | $7.2M |
| Eastern Shore Rural Health System, Inc. 403(b) Plan$23.6M plan · Eastern Shore Rural Health System, Inc., VA · Empower | $4.9M |
| Tillys 401(k) Plan$54.5M plan · Tillys, CA · Fidelity (FMR) | $4.5M |
| Barkley, LLC 401(k) Profit Sharing Plan$80.9M plan · Barkley, LLC, MO · Fidelity (FMR) | $4.0M |
| Interpak Savings & Profit SHRG Plan$25.3M plan · International Packaging Corp., RI · Empower | $3.7M |
Plans whose filed schedule lists MFS Lifetime 2030 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 5 names seen in the filings
- MFS Lifetime 2030
- MFS Lifetime 2030 - Class R3
- MFS Lifetime 2030 Fund
- MFS Lifetime 2030 Fund Class R3
- Mfs Lifetime 2030 R3