Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lord Abbett Short Duration Income Fund Class R4 in their Schedule of Assets, totaling $174K 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 | BRIDGEWATER HEALTHCARE, INC. BRIDGEWATER HEALTHCARE, INC. 403(B) RETIREMENT PLAN | BRIDGEWATER VA | 478 | $23.2M | $138K |
| 2 | LOCAL 143 ANNUITY FUND LOCAL 143 ANNUITY FUND 333 SYLVAN AVENUE - STE 400 ENGLEWOOD CLIFFS, NJ 07632-2724 | ENGLEWOOD CLIFFS NJ | 247 | $2.0M | $36K |
