Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Lord Abbett & Co., LLC Lord Abbett Short Duration Income R6 Fund in their Schedule of Assets, totaling $4.5M 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 | TMG INSURANCE SERVICES, LLC THE MUTUAL GROUP 401(K) PLAN | WEST DES MOINES IA | 482 | $183.5M | $1.6M |
| 2 | THE CONSERVATION FUND THE CONSERVATION FUND RETIREMENT SAVINGS PLAN | ARLINGTON VA | 196 | $66.0M | $1.6M |
| 3 | TMG INSURANCE SERVICES, LLC GUIDEONE INSURANCE COMPANY 401(K) PLAN |
WEST DES MOINES IA |
| 459 |
| $173.5M |
| $1.3M |
| 4 | LUMBERMEN'S, INC. LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | GRAND RAPIDS MI | 580 | $121.8M | $67K |
