PlanOptica
MFS

MFS Lifetime 2030 Fund R6

Ticker MLTKX · 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
64
57 with $250K or more
Dollars held
$198M
69,798 of 69,862 plans with fund lines hold none
Median per plan
$1.5M
Share of their fund dollars
4.6%

Same fund, other share classes

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

ClassCost tierPlansDollars
Class R6 (this page)MLTKXLow cost64$198M
MFS Lifetime 2030 Fund R3MLTHXNot stated23$98.6M
Class R4MLTJXMid cost8$15.6M
MFS Lifetime 2030 Fund AMLTAXNot stated4$13.9M
Class R2MLTGXRetail / revenue sharing7$2.3M
Class R1MLTEXRetail / revenue sharing2$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 R6

The largest 10 plans in each list.

Hensel Phelps Salary Retirement Plan$741M plan · Hensel Phelps Construction Co, CO · Empower$24.9M
Massachusetts Financial Services Company Defined Contribution Plan$1.04B plan · Massachusetts Financial Services Company, MA · Bank of America (Merrill)$19.1M
SMC Corporation Retirement Savings Plan$211M plan · SMC Corporation of America, IN · Fidelity (FMR)$16.8M
Penn United Technologies, Inc. 401(k) Plan$95.2M plan · Penn United Technologies, Inc., PA · Fidelity (FMR)$12.8M
Mfsaving Retirement Plan$644M plan · Massachusetts Financial Sevices Company, MA · Bank of America (Merrill)$12.3M
Robert Reiser & Company, Inc. 401(k) Profit Sharing Plan$117M plan · Robert Reiser & Company, Inc., MA · Fidelity (FMR)$11.9M
Future Group of Companies 401(k) Retirement Savings Plan$148M plan · Future Electronics Corp., MS · Fidelity (FMR)$10.9M
Onestream Software 401(k) Plan$141M plan · Onestream Software LLC, MI · Fidelity (FMR)$7.3M
Hensel Phelps Hourly Retirement Plan$64.2M plan · Hensel Phelps Construction Co., CO · Empower$6.1M
Menzner Hardwoods Co. 401(k) Profit Sharing Plan$19.9M plan · Menzner Hardwoods Co., WI · Fidelity (FMR)$4.5M

Plans whose filed schedule lists MFS Lifetime 2030 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 2030 Fund R6
  • Lifetime 2030 R6
  • MFS Lifetime 2030
  • MFS Lifetime 2030 Fund
  • MFS Lifetime 2030 Fund - Class R6
  • MFS Lifetime 2030 Fund Class R6 N/R
  • Mfs Lifetime 2030 R6
  • Mfs Lifetime 2030 R6 Fund