Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lord Abbett Lord Abbett Total Return Fund - in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BY LIGHT PROFESSIONAL IT SERVICES LLC BY LIGHT PROFESSIONAL IT SERVICES LLC 401(K) PLAN | MCLEAN VA | 1,630 | $214.5M | $2.2M |
| 2 | GBQ HOLDINGS, LLC GBQ 401(K) & PROFIT SHARING PLAN | COLUMBUS OH | 279 | $53.0M | $1.4M |
| 3 | COUNCIL OF CHIEF STATE SCHOOL COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN |
WASHINGTON DC |
| 67 |
| $21.2M |
| $449K |