Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Insurance Company * American United Life LORD ABBETT TOTAL RETURN R5 in their Schedule of Assets, totaling $301K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AYRES MANAGEMENT L.P. AYRES MANAGEMENT L.P. 401K SAVINGS & INVESTMENT PLAN | COSTA MESA CA | 780 | $22.9M | $163K |
| 2 | AYRES GROUP AYRES GROUP 401K SAVINGS & INVESTMENT PLAN | COSTA MESA CA | 762 | $19.7M | $138K |
