Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Lord Abbett Bond Debenture R6 Mutual fund in their Schedule of Assets, totaling $19.5M 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 | TRAVEL + LEISURE CO. TRAVEL + LEISURE CO. EMPLOYEE SAVINGS PLAN | ORLANDO FL | 14,239 | $962.9M | $8.4M |
| 2 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN | ROCKLAND MA | 190 | $73.9M | $2.6M |
| 3 | SUNLIGHT PEAK, LLLP DBA SAK LLC SAK 401(K) PLAN |
OFALLON MO |
| 619 |
| $40.1M |
| $1.7M |
| 4 | SAK CONSTRUCTION, LLC SAK CONSTRUCTION, LLC AND SUBSIDIARIES 401(K) PLAN | OFALLON MO | 485 | $25.5M | $1.2M |
| 5 | BASIL MANAGEMENT GROUP LLC BASIL FAMILY DEALERSHIPS 401K PLAN | ORCHARD PARK NY | 532 | $51.3M | $851K |
| 6 | PREMIER COOPERATIVE PREMIER COOP 401(K) PLAN | MT. HOREB WI | 305 | $23.1M | $816K |
| 7 | MISSOURI EMPLOYEE MUTUAL INSURANCE COMPANY MISSOURI EMPLOYEE MUTUAL INSURANCE COMPANY 401(K) PLAN | COLUMBIA MO | 291 | $87.7M | $557K |
| 8 | JOE BASIL CHEVROLET JOE BASIL CHEVROLET INC. 401(K) PLAN | DEPEW NY | 143 | $16.9M | $551K |
| 9 | E-TECHNOLOGIES GROUP, INC. E-TECH 401(K) PLAN | WEST CHESTER OH | 574 | $79.3M | $525K |
| 10 | MAMIYE BROTHERS, INC. MAMIYE BROS., INC. 401(K) PLAN | NEW YORK NY | 154 | $36.8M | $458K |
