Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lord Abbett Lord Abbett Total Return Fund Class R4 N/A in their Schedule of Assets, totaling $1.0M 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 | WD PARTNERS, INC. W D PARTNERS PROFIT SHARING PLAN | DUBLIN OH | 285 | $39.7M | $1.0M |
