Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lord Abbett Short Duration Inc in their Schedule of Assets, totaling $246K 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 | SEPAC, INC THE 401(K) PLAN | ELMIRA NY | 147 | $10.7M | $123K |
| 2 | TEN-8 FIRE & SAFETY, LLC TEN-8 FIRE & SAFETY, LLC 401(K) PLAN | BRADENTON FL | 180 | $15.5M | $50K |
| 3 | XPT PARTNERS LLC XPT PARTNERS 401(K) PLAN | NEW HAVEN CT |
| 401 |
| $21.0M |
| $36K |
| 4 | MAX HOME, LLC MAX HOME, LLC EMPLOYEES SAVINGS TRUST | FULTON MS | 447 | $2.2M | $29K |
| 5 | COMPREHENSIVE CARE OF OAKLAND COMPREHENSIVE CARE OF OAKLAND 401(K) PLAN | OAKLAND CA | 137 | $2.9M | $8K |
