Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Lord Abbett Lord Abbett Short Duration Income in their Schedule of Assets, totaling $5.1M 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 | THE NUNES COMPANY EMPLOYEES' PROFIT SHARING 401 (K) PLAN | SALINAS CA | 151 | $62.2M | $1.9M |
| 2 | W.D. LARSON COMPANIES LTD, INC. W.D. LARSON COMPANIES LTD, INC. 401K RETIREMENT PLAN | ST. LOUIS PARK MN | 782 | $55.4M | $1.0M |
| 3 | RYTEC CORPORATION RYTEC CORPORATION 401(K) SAVINGS PLAN |
JACKSON WI |
| 259 |
| $22.5M |
| $799K |
| 4 | MCGILL, POWER, BELL & ASSOCIATES, LLP MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN | MEADVILLE PA | 117 | $11.9M | $475K |
| 5 | AMERICAN TRUCKING ASSOCIATIONS, INC. ATA PENSION PLAN | WASHINGTON DC | 35 | $12.6M | $398K |
| 6 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT 401(K) PLAN | BRONX NY | 347 | $45.6M | $313K |
| 7 | VAN WERT COUNTY HOSPITAL ASSOCIATION VAN WERT COUNTY HOSPITAL - TAX DEFERRED 403(B) PLAN | VAN WERT OH | 281 | $14.4M | $97K |
| 8 | CORODATA CORPORATION CORODATA CORPORATION 401(K) PLAN | POWAY CA | 152 | $17.9M | $68K |
| 9 | FOOD CONCEPTS INTERNATIONAL, LP FOOD CONCEPTS INTERNATIONAL, LP 401(K) PLAN | LUBBOCK TX | 1,368 | $14.5M | $19K |
| 10 | FRESH DIRECT HOLDINGS, INC UTF TRUCKING BARGAINING UNIT 401K | BRONX NY | 749 | $15.9M | $18K |
