Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $421.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prudential Core Plus Bond Fund 5, Prudential Core Plus Bond 5. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CITIZENS FINANCIAL GROUP, INC. CFG RETIREMENT SAVINGS PLAN | JOHNSTON RI | 17,701 | $3.2B | $135.7M |
| 2 | BLOOMBERG L.P. BLOOMBERG L.P. 401(K) PLAN | NEW YORK NY | 14,853 | $5.7B | $134.6M |
| 3 | CITY NATIONAL BANK CITY NATIONAL BANK PROFIT SHARING PLAN | LOS ANGELES CA | 6,547 | $1.7B | $35.0M |
| 4 | KERRY INC. KERRY INC. SAVINGS PLAN | BELOIT WI | 4,981 | $604.2M | $32.0M |
| 5 | NATWEST MARKETS SECURITIES, INC. NATWEST MARKETS RETIREMENT SAVINGS PLAN | STAMFORD CT | 274 | $588.9M | $27.1M |
| 6 | HYDRAFORCE, INC. HYDRAFORCE, INC. 401(K) PLAN | LINCOLNSHIRE IL | 954 | $250.2M | $16.6M |
| 7 | REGAL REXNORD CORPORATION REGAL REXNORD RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 4,996 | $656.4M | $8.2M |
| 8 | BLUE CROSS & BLUE SHIELD OF RHODE ISLAND BLUE CROSS & BLUE SHIELD OF RHODE ISLAND EMPLOYEE SAVINGS PLAN | PROVIDENCE RI | 973 | $270.1M | $7.2M |
| 9 | REGAL REXNORD CORPORATION REGAL REXNORD 401(K) PLAN | MILWAUKEE WI | 3,178 | $304.9M | $6.0M |
| 10 | ARVIN SANGO, INC. AND SUBSIDIARIES ARVIN SANGO, INC. & SUBSIDIARIES SAVINGS PLAN | MADISON IN | 968 | $88.7M | $5.1M |
