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 Income Fund Class A in their Schedule of Assets, totaling $2.4M 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 | PRESENCE MARKETING, LLC PRESENCE MARKETING, LLC RETIREMENT PLAN | SOUTH BARRINGTON IL | 430 | $55.5M | $2.1M |
| 2 | CERES TERMINALS INCORPORATED CERES TERMINALS INCORPORATED 401(K) PLAN | NASHVILLE TN | 191 | $14.8M | $157K |
| 3 | MEDLOGIX, LLC MEDLOGIX 401(K) PLAN |
LANSDALE PA |
| 319 |
| $27.7M |
| $89K |
| 4 | HUDSON VALLEY LIGHTING INC HUDSON VALLEY LIGHTING INC 401(K) PROFIT SHARING PLAN & TRUST | WAPPINGERS FALLS NY | 170 | $7.0M | $17K |
| 5 | DEVELOPMENTAL PRESCHOOL AND DAY CARE CENTER DEVELOPMENTAL PRESCHOOL AND DAY CARE CENTER 403(B) PLAN | LARAMIE WY | 97 | $3.0M | $4K |
