Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lord Abbett High Yield R6 Mutual Funds in their Schedule of Assets, totaling $2.2M 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 | CJK GROUP, INC. CJK GROUP 401(K) RETIREMENT PLAN | BRAINERD MN | 3,442 | $256.9M | $2.1M |
| 2 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $57K |
| 3 | CASE PAPER CO., INC. CASE PAPER CO., INC. 401(K) PROFIT SHARING PLAN |
HARRISON NY |
| 294 |
| $17.9M |
| $41K |
| 4 | ADENA CORPORATION ADENA CORPORATION 401(K) PLAN | MANSFIELD OH | 456 | $29.7M | $18K |
| 5 | THE CALAIS SCHOOL THE CALAIS SCHOOL 401(K) PLAN | WHIPPANY NJ | 80 | $3.0M | $3K |
