Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lord Abbett Lord Abbett Short Duration Income R4 in their Schedule of Assets, totaling $674K 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 | STEPHEN GAYNOR SCHOOL STEPHEN GAYNOR SCHOOL 401(K) P/S PLAN | NEW YORK NY | 173 | $18.0M | $630K |
| 2 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $45K |
