Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lord Abbett Lord Abbett Short Duration Income Fund R6 in their Schedule of Assets, totaling $3.1M 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 | WAFRA INC. WAFRA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 166 | $72.6M | $2.5M |
| 2 | AMERICAN REFRIGERATION SUPPLIES, INC. ARS 401(K) AND PROFIT SHARING PLAN | PHOENIX AZ | 235 | $19.6M | $389K |
| 3 | MARCUS JEWISH COMMUNITY CENTER OF ATLANTA 403B THRIFT PLAN OF MARCUS JEWISH COMMUNITY CENTER OF ATLANTA, INC. |
DUNWOODY GA |
| 99 |
| $12.5M |
| $237K |
| 4 | PERKINS & COMPANY P.C. PERKINS & COMPANY P.C. EMPLOYEE 401(K) PROFIT SHARING PLAN | PORTLAND OR | 240 | $50.1M | $43K |
| 5 | FIRST BASIN CREDIT UNION FIRST BASIN CREDIT UNION 401(K) PLAN | WEST ODESSA TX | 77 | $5.0M | $8K |
