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 Duratn Ic R6 in their Schedule of Assets, totaling $9.6M 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 | PUBLIC HEALTH INSTITUTE PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT PLAN | OAKLAND CA | 899 | $276.2M | $7.5M |
| 2 | WOODWARD ACADEMY, INC. WOODWARD ACADEMY RETIREMENT PLAN | COLLEGE PARK GA | 628 | $133.9M | $1.6M |
| 3 | AMERICAN PHYSICAL SOCIETY AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN |
COLLEGE PARK MD |
| 359 |
| $142.7M |
| $248K |
| 4 | FRANKLIN UNIVERSITY FRANKLIN UNIVERSITY TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 241 | $19.2M | $125K |
| 5 | LYCEE FRANCAIS DE NEW YORK LYCEE FRANCAIS DE NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 227 | $79.4M | $97K |
