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 R6 Registered Investment Company in their Schedule of Assets, totaling $2.6M 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 | HILL, WARD & HENDERSON, PROFESSIONAL ASSOCIATION HILL, WARD & HENDERSON, PROFESSIONAL ASSOCIATION PROFIT SHARING AND 401(K) PLAN | TAMPA FL | 236 | $146.1M | $2.6M |
| 2 | FLRISH, INC. FLRISH, INC. 401(K) PLAN | SAN DIEGO CA | 220 | $2.9M | $1K |
