Current Market Value 381,728,029
Current Holdings 24
Most Recent File Date 2025-06-24
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by LFIAX - MFS Lifetime 2055 Fund A . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-06-24 2025-04-30 NPORT-P 24 381,728
2025-03-27 2025-01-31 NPORT-P 24 386,582
2024-12-26 2024-10-31 NPORT-P 24 376,582
2024-09-24 2024-07-31 NPORT-P 24 376,517
2024-06-24 2024-04-30 NPORT-P 24 357,680
2024-03-26 2024-01-31 NPORT-P 24 327,886
2023-12-26 2023-10-31 NPORT-P 24 279,521
2023-09-25 2023-07-31 NPORT-P 24 295,097
2023-06-26 2023-04-30 NPORT-P 24 261,802
2023-03-27 2023-01-31 NPORT-P 24 241,015
2022-12-23 2022-10-31 NPORT-P 24 207,656
2022-09-26 2022-07-31 NPORT-P 24 209,038
2022-06-23 2022-04-30 NPORT-P 24 203,484
2022-03-25 2022-01-31 NPORT-P 24 202,208
2021-12-23 2021-10-31 NPORT-P 24 206,929
2021-09-23 2021-07-31 NPORT-P 24 193,953
2021-06-23 2021-04-30 NPORT-P 24 200,642
2021-03-26 2021-01-31 NPORT-P 24 174,131
2020-12-23 2020-10-31 NPORT-P 24 146,418
2020-09-23 2020-07-31 NPORT-P 24 143,517
2020-06-23 2020-04-30 NPORT-P 24 124,948
2020-03-25 2020-01-31 NPORT-P 24 132,117
2019-12-20 2019-10-31 NPORT-P 24 117,476