Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Lord Abbett Short Duration Income Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $4.9M 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 | QUIDELORTHO CORPORATION QUIDELORTHO SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 3,709 | $584.1M | $3.9M |
| 2 | RETIREMENT UNLIMITED, INC. RETIREMENT UNLIMITED 401(K) PLAN | ROANOKE VA | 1,190 | $13.3M | $612K |
| 3 | GILL ST. BERNARD'S SCHOOL GILL ST. BERNARD'S DC RETIREMENT PLAN |
GLADSTONE NJ |
| 219 |
| $46.3M |
| $135K |
| 4 | ARC AUTOMOTIVE, INC. ARC AUTOMOTIVE RETIREMENT PLAN | KNOXVILLE TN | 133 | $14.1M | $67K |
| 5 | POWER DRIVES, INC. POWER DRIVES, INC. 401(K) SAVINGS PLAN | BUFFALO NY | 103 | $8.3M | $55K |
| 6 | NEIGHBORHOOD DEFENDER SERVICE, INC. NEIGHBORHOOD DEFENDER SERVICE, INC. TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 331 | $15.9M | $38K |
| 7 | THRIVE COMMUNITIES MANAGEMENT, LLC THRIVE COMMUNITIES 401(K) PLAN | SEATTLE WA | 780 | $20.0M | $35K |
| 8 | BUSCH GROUP, LLC THE BUSCH GROUP 401(K) PLAN | IRVINE CA | 3,155 | $32.7M | $32K |
| 9 | LAKESHORE COMMUNITY HEALTH CARE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF LAKESHORE COMMUNITY HEALTHCARE, INC. | SHEBOYGAN WI | 159 | $7.7M | $16K |
| 10 | TREASURE BAY LLC TREASURE BAY LLC 401(K) PLAN | BILOXI MS | 897 | $13.9M | $13K |
