Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Lord Abbett Short Duration Income Fund I " 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN | CHATTANOOGA TN | 165 | $122.2M | $3.1M |
| 2 | ENGLISH CONSTRUCTION COMPANY, INC. THE COMPANY PROFIT SHARING PLAN OF ENGLISH CONSTRUCTION CO. | LYNCHBURG VA | 424 | $39.5M | $1.1M |
| 3 | ANALYTIC SERVICES INC. |
ARLINGTON VA |
| 548 |
| $226.1M |
| $332K |
| 4 | MDRC MDRC SAVINGS PLAN | NEW YORK NY | 333 | $64.8M | $163K |
| 5 | ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES 403B PLAN | WASHINGTON DC | 265 | $45.7M | $74K |
| 6 | MISS HALLS SCHOOL, INC. MISS HALL'S SCHOOL RETIREMENT PLAN | PITTSFIELD MA | 93 | $20.1M | $44K |
| 7 | OUR BEST ASSETS, INC. DHX -DEPENDABLE HAWAIIAN EXPRESS, INC./ OUR BEST ASSETS. INC. 401(K) PLAN | EASTRANCHO DOMINGUEZ CA | 429 | $18.5M | $36K |
