Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lord Abbett Bond Debenture Inv Opt A in their Schedule of Assets, totaling $407K 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 | MERCY UNIVERSITY MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN | DOBBS FERRY NY | 1,913 | $100.4M | $229K |
| 2 | MERCY UNIVERSITY MERCY UNIVERSITY RETIREMENT PLAN | DOBBS FERRY NY | 785 | $121.4M | $178K |
