Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lord Abbett Short Duration Inc Mutual Fund in their Schedule of Assets, totaling $9.5M 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 | HUBSPOT, INC. HUBSPOT, INC. 401(K) PROFIT SHARING PLAN & TRUST | CAMBRIDGE MA | 4,766 | $568.3M | $8.1M |
| 2 | PEORIA CHAPTER OF THE LOCAL NO. 6 OF IL INTL UNION OF BRICKLAYERS PEORIA CHAPTER OF BRICKLAYERS LOCAL NO. 6 PENSION PLAN AND TRUST | PEORIA IL | 197 | $16.6M | $1.3M |
| 3 | ADIRONDACK SCENIC, INC. |
ARGYLE NY |
| 176 |
| $8.9M |
| $104K |
