Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Lord Abbett Short Duration Income Fund‐ Class R6 in their Schedule of Assets, totaling $5.6M 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 | MILLENNIUM INTERNATIONAL MANAGEMENT LP MILLENNIUM INTERNATIONAL MANAGEMENT LP SAVINGS PLAN | NEW YORK NY | 2,603 | $545.9M | $3.0M |
| 2 | PUGET SOUND PIPE & SUPPLY CO., INC. PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN | KENT WA | 164 | $17.7M | $786K |
| 3 | DYNATA, LLC |
SHELTON CT |
| 4,474 |
| $114.1M |
| $514K |
| 4 | EARL SWENSSON ASSOCIATES, INC. EARL SWENSSON ASSOCIATES, INC. SAVINGS & | NASHVILLE TN | 198 | $87.9M | $426K |
| 5 | MEASUREMENT INCORPORATED MEASUREMENT INCORPORATED 401(K) PLAN | DURHAM NC | 291 | $22.1M | $261K |
| 6 | MARIST HIGH SCHOOL MARIST HIGH SCHOOL 401(K) PLAN | CHICAGO IL | 282 | $24.9M | $188K |
| 7 | GILA HEALTH RESOURCES, LLC GILA HEALTH RESOURCES, LLC 401(K) PLAN | MORENCI AZ | 183 | $10.1M | $169K |
| 8 | HAAKON INDUSTRIES, INC. ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY HAAKON INDUSTRIES, INC. | CHENEY WA | 196 | $6.4M | $136K |
| 9 | SMARSH, INC. SMARSH 401(K) PLAN | PORTLAND OR | 576 | $90.1M | $82K |
| 10 | OPERA SOLUTIONS OPCO, LLC ELECTRIFAI, LLC 401(K) PLAN | JERSEY CITY NJ | 44 | $5.8M | $36K |
