Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Lord Abbett High Yield 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 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $1.5M |
| 2 | KOSTAL OF AMERICA INC. KOSTAL OF AMERICA, INC. 401(K) PLAN | TROY MI | 483 | $87.6M | $713K |
| 3 | DALY COMPUTERS, INC. DALY COMPUTERS, INC. 401(K) PROFIT SHARING PLAN |
FREDERICK MD |
| 155 |
| $5.5M |
| $76K |
| 4 | SCHWARTZ & ASSOCIATES, P. A. SCHWARTZ & ASSOCIATES, P.A. 401(K) SALARY SAVINGS PLAN | JACKSON MS | 114 | $9.0M | $66K |
| 5 | DGMB CASINO, LLC RESORTS CASINO HOTEL 401(K) PLAN | ATLANTIC CITY NJ | 642 | $12.1M | $48K |
| 6 | ROTTINGHAUS COMPANY, INC. ROTTINGHAUS COMPANY 401(K) SAVINGS PLAN | LACROSSE WI | 687 | $23.7M | $14K |
