Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3,527 U.S. retirement plans report holding a Lord Abbett fund in their Schedule of Assets, totaling $4.1B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Lord Abbett position |
|---|---|---|---|---|---|
| 1 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $587.0M |
| 2 | BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN | NEWTOWN SQUARE PA | 28,341 | $7.3B | $396.9M |
| 3 | ORRICK, HERRINGTON & SUTCLIFFE LLP |
WHEELING WV |
| 1,870 |
| $1.2B |
| $154.7M |
| 4 | WASTE MANAGEMENT, INC. WASTE MANAGEMENT RETIREMENT SAVINGS PLAN | HOUSTON TX | 38,168 | $4.1B | $129.5M |
| 5 | GREYSTAR MANAGEMENT SERVICES, LLC. GREYSTAR 401(K) PLAN | IRVING TX | 20,689 | $757.4M | $68.3M |
| 6 | CAESARS ENTERTAINMENT INC. CAESARS ENTERTAINMENT, INC 401(K) PLAN | RENO NV | 34,759 | $1.9B | $57.5M |
| 7 | BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS CARPENTERS PENSION FUND OF ILLINOIS | DOWNERS GROVE IL | 5,031 | $2.3B | $52.9M |
| 8 | UFCW & EMPLOYERS BENEFIT TRUST UFCW & EMPLOYERS BENEFIT TRUST | CONCORD CA | 25,845 | $475.6M | $45.6M |
| 9 | UNIVERSITY OF ROCHESTER UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM | ROCHESTER NY | 30,335 | $7.2B | $44.7M |
| 10 | PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES RETIREMENT PLAN | MINNEAPOLIS MN | 1,719 | $692.1M | $44.3M |
