Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Lord Abbett Lord Abbett Bond-Debenture R6 in their Schedule of Assets, totaling $1.1M 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 | KALMAN & COMPANY INC. KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST | VIRGINIA BEACH VA | 430 | $25.4M | $256K |
| 2 | VALUE LINE INC VALUE LINE, INC. PROFIT SHARING AND SAVINGS PLAN | NEW YORK NY | 112 | $22.6M | $182K |
| 3 | SUN AUTO TIRE & SERVICE, INC. SUN AUTO TIRE & SERVICE, INC. 401(K) PLAN |
MESA AZ |
| 4,042 |
| $54.8M |
| $170K |
| 4 | MECKLEYS LIMESTONE PRODUCTS, INC MECKLEY'S LIMESTONE, INC. 401(K) PROFIT SHARING PLAN | MIFFLINBURG PA | 142 | $9.5M | $137K |
| 5 | STG LOGISTICS, INC. STG LOGISTICS RETIREMENT PLAN | DUBLIN OH | 1,360 | $63.9M | $84K |
| 6 | GRIDHAWK LLC GRIDHAWK 401(K) PLAN | CROWN POINT IN | 1,216 | $5.7M | $50K |
| 7 | DAVID ALLEN COMPANY, INC. DAVID ALLEN COMPANY, INC. 401K PROFIT SHARING PLAN | RALEIGH NC | 184 | $11.5M | $44K |
| 8 | JEWISH FAMILY SERVICE OF LOS ANGELES JEWISH FAMILY SERVICE OF LOS ANGELES 401 (K) PLAN | LOS ANGELES CA | 169 | $10.0M | $36K |
| 9 | PATHS MANAGEMENT SERVICES LLC PATHS MANAGEMENT SERVICES LLC 401(K) PLAN | NEW YORK NY | 525 | $5.5M | $31K |
| 10 | SHENANDOAH VALLEY MEDICAL SYSTEM INC. SHENANDOAH VALLEY MEDICAL SYSTEM INC. RETIREMENT PLAN | MARTINSBURG WV | 300 | $16.2M | $22K |
