Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lord Abbett High Yield I Fund " in their Schedule of Assets, totaling $390K 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 | BROOKSHIRE HOLDINGS, INC. BROOKSHIRE'S EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | TYLER TX | 10,374 | $370.8M | $296K |
| 2 | THE ELISABETH MORROW SCHOOL THE ELISABETH MORROW SCHOOL 403(B) RETIREMENT PLAN | ENGLEWOOD NJ | 103 | $21.0M | $50K |
| 3 | THE RUSSIAN SCHOOL OF MATHEMATICS |
NEWTON MA |
| 749 |
| $30.8M |
| $43K |
