Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lord Abbett Affiliated Fund Class A in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW DIRECTIONS NORTHWEST, INC. NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN | BAKER CITY OR | 143 | $4.2M | $1.4M |
| 2 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $78K |
| 3 | VICTORY SOLUTIONS, INC. |
HUNTSVILLE AL |
| 114 |
| $12.2M |
| $73K |