Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Lord Abbett Lord Abbett Short Duration Income Fund - in their Schedule of Assets, totaling $19.9M 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 | ROBERTSON'S READY MIX, LTD. ROBERTSON'S LTD. 401(K) PLAN | CORONA CA | 1,882 | $121.3M | $11.2M |
| 2 | COOPER & SCULLY, P.C. COOPER & SCULLY, P.C. 401(K) PLAN | DALLAS TX | 60 | $26.9M | $1.5M |
| 3 | SPANGLER CANDY COMPANY SPANGLER CANDY COMPANY 401(K) SAVINGS PLAN |
BRYAN OH |
| 523 |
| $35.7M |
| $1.3M |
| 4 | ADVACARE SYSTEMS, INC. ADVACARE SYSTEMS, INC. 401(K) RETIREMENT PLAN | CHICAGO IL | 438 | $17.7M | $908K |
| 5 | NEW BELGIUM BREWING COMPANY, INC. NEW BELGIUM BREWING COMPANY, INC. 401(K) PLAN | FORT COLLINS CO | 1,334 | $197.1M | $720K |
| 6 | LINCOLN INTERNATIONAL LLC LINCOLN INTERNATIONAL LLC 401(K) PLAN | CHICAGO IL | 629 | $105.0M | $463K |
| 7 | MOUNTAIN AREA HEALTH EDUCATION CENTER, INC. MOUNTAIN AREA HEALTH EDUCATION CENTER, INC. RETIREMENT PLAN | ASHEVILLE NC | 1,092 | $73.8M | $420K |
| 8 | JEFFERIES FINANCIAL GROUP INC. JEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 207 | $92.6M | $396K |
| 9 | NYLE MAXWELL OF AUSTIN, LLC NYLE MAXWELL FAMILY OF DEALERSHIPS 401(K) AND PROFIT SHARING PLAN | AUSTIN TX | 278 | $27.4M | $322K |
| 10 | INTERFACE ENGINEERING INC INTERFACE ENGINEERING INC. RETIREMENT PLAN | PORTLAND OR | 250 | $58.5M | $302K |
