Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Lord Abbett Lord Abbett Total Return R6 in their Schedule of Assets, totaling $3.4M 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 | SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN | GLEN ALLEN VA | 611 | $90.2M | $1.6M |
| 2 | THE NUNES COMPANY EMPLOYEES' PROFIT SHARING 401 (K) PLAN | SALINAS CA | 151 | $62.2M | $931K |
| 3 | CATALINA ISLAND COMPANY SANTA CATALINA ISLAND SAVINGS PLAN |
AVALON CA |
| 300 |
| $27.3M |
| $478K |
| 4 | HOOSIER UPLANDS ECONOMIC DEVELOPMENT CORPORATION HOOSIER UPLANDS ECONOMIC DEVELOPMENT CORPORATION 403(B) PLAN | MITCHELL IN | 221 | $6.9M | $132K |
| 5 | SCHOOL HEALTH CORPORATION SCHOOL HEALTH CORP. 401(K) PLAN | ROLLING MEADOWS IL | 172 | $26.1M | $114K |
| 6 | CORPORATE INTERIORS, INC. CORPORATE INTERIORS, INC. 401(K) PLAN | NEW CASTLE DE | 153 | $6.0M | $105K |
| 7 | KEYSTONE STRATEGY LLC KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 245 | $32.0M | $26K |
| 8 | SOUTHERN REGIONAL EDUCATION BOARD SREB RETIREMENT PLAN | ATLANTA GA | 127 | $51.1M | $18K |
