Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Lord Abbett Lord Abbett Short Duration Income Fund Class R6 in their Schedule of Assets, totaling $10.6M 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 | G.L. HOMES OF FLORIDA CORPORATION G.L. HOMES OF FLORIDA CORPORATION 401(K) PLAN | SUNRISE FL | 568 | $111.8M | $5.4M |
| 2 | FRANKFURT KURNIT KLEIN & SELZ, P.C. FRANKFURT KURNIT KLEIN & SELZ P.C. 401(K) PROFIT SHARING PLAN FOR SHAREHOLDER ATTORNEYS AND STAFF | NEW YORK NY | 104 | $85.1M | $1.8M |
| 3 | THE MENTHOLATUM COMPANY |
ORCHARD PARK NY |
| 42 |
| $33.0M |
| $667K |
| 4 | AMPHASTAR PHARMACEUTICALS, INC. AMPHASTAR PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN | RANCHO CUCAMONGA CA | 1,532 | $111.8M | $661K |
| 5 | NEW JERSEY DEVILS, LLC PRUDENTIAL CENTER/NJ DEVILS 401(K) PLAN | NEWARK NJ | 225 | $36.2M | $618K |
| 6 | INSIDERE, LLC INSIDERE 401(K) RETIREMENT PLAN | CHARLESTON SC | 519 | $21.2M | $579K |
| 7 | MULTIMATIC OF AMERICA HOLDINGS INC. MULTIMATIC 401(K) PLAN | — | 1,119 | $48.5M | $339K |
| 8 | OPPORTUNITY INTERNATIONAL, INC OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM | CHICAGO IL | 67 | $20.8M | $226K |
| 9 | MRD, INC. MRD, INC. 401(K) PLAN | ANCHORAGE AK | 259 | $4.6M | $196K |
| 10 | ARROW TANK & ENGINEERING COMPANY ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN | COON RAPIDS MN | 111 | $9.8M | $129K |
