Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Lord Abbett High Yield R4 Mutual Fund in their Schedule of Assets, totaling $2.4M 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 | IPL US HOLDING COMPANY IPL US HOLDING COMPANY 401(K) RETIREMENT PLAN | LEES SUMMIT MO | 851 | $44.6M | $1.2M |
| 2 | EAGLE SYSTEMS, INC. EAGLE SYSTEMS INC. TAX DEFERRED SAVINGS PLAN & TRUST | CALIFORNIA MD | 256 | $44.4M | $1.1M |
| 3 | PREMIER COOPERATIVE PREMIER COOP 401(K) PLAN |
MT. HOREB WI |
| 305 |
| $23.1M |
| $103K |
| 4 | CHRISTIAN RETIREMENT SERVICES INC CHRISTIAN RETIREMENT SERVICES INC TAX DEFERRED SAVINGS & RETIREMENT PLAN | IOWA CITY IA | 351 | $12.1M | $67K |
