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 Income Fund; Class I in their Schedule of Assets, totaling $8.5M 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 | BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 22 PENSION FUND SHEET METAL WORKERS LOCAL 22 PENSION FUND | KENILWORTH NJ | 297 | $80.8M | $8.0M |
| 2 | LICKING MEMORIAL HEALTH SYSTEMS LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN | NEWARK OH | 2,475 | $159.8M | $469K |
| 3 | ZMC HOTELS, LLC |
WALNUT CREEK CA |
| 1,665 |
| $11.5M |
| $35K |
