Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding LORD ABBETT SH DUR INC I in their Schedule of Assets, totaling $1.4M 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 | MILLENNIUM PARTNERS MANAGEMENT L MILLENNIUM PARTNERS MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 123 | $29.7M | $411K |
| 2 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN | WHITESTONE NY | 286 | $61.2M | $237K |
| 3 | NORTHERN MEDICAL GROUP, PLLC NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN |
BREWSTER NY |
| 139 |
| $17.9M |
| $173K |
| 4 | PROSPECT TRANSPORTATION PROSPECT TRANSPORTATION 401(K) | CARLSTADT NJ | 156 | $13.6M | $155K |
| 5 | SIMULSTAT, INC. SIMULSTAT, INC. 401(K) PROFIT SHARING PLAN & TRUST | SOLANA BEACH CA | 79 | $17.0M | $134K |
| 6 | THEORIS, INC. THEORIS GROUP, INC. 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 246 | $13.7M | $102K |
| 7 | SURETY TITLE COMPANY, LLC SURETY TITLE COMPANY 401(K) RETIREMENT PLAN | MARLTON NJ | 154 | $11.6M | $86K |
| 8 | COMMUNITY FIRST HEALTHCARE OF IL COMMUNITY FIRST HEALTHCARE OF ILLINOIS, INC. 401(K) PLAN | CHICAGO IL | 764 | $25.0M | $48K |
| 9 | WALLACE SUPPLY, LLC WALLACE SUPPLY, LLC 401(K) PROFIT SHARING PLAN | EASTON PA | 133 | $10.2M | $7K |
