Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Lord Abbett Short Duration Income Fund Mutual fund in their Schedule of Assets, totaling $24.7M 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 | TRUSTEES OF THE SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST | SPOKANE WA | 1,068 | $288.8M | $12.3M |
| 2 | HARKINS BUILDERS, INC. HARKINS BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLUMBIA MD | 286 | $123.3M | $3.2M |
| 3 | HEFFERNAN INSURANCE BROKERS |
WALNUT CREEK CA |
| 782 |
| $129.7M |
| $2.8M |
| 4 | U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. 22 ANNUITY FUND U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND | WEST SENECA NY | 947 | $101.8M | $1.3M |
| 5 | HOSPICE BY THE BAY BY THE BAY HEALTH 403(B) PLAN | LARKSPUR CA | 381 | $34.2M | $760K |
| 6 | KEYES MOTORS, INC. KEYES MOTORS, INC. PROFIT SHARING PLAN | WOODLAND HILLS CA | 441 | $84.0M | $515K |
| 7 | NEUROLOGICAL SURGERY, P.C. NEUROLOGICAL SURGERY, P.C. RETIREMENT TRUST | ROCKVILLE CENTRE NY | 74 | $27.1M | $487K |
| 8 | MCCREARY, VESELKA, BRAGG & ALLEN P.C. MCCREARY,VESELKA,BRAGG & ALLEN, P.C. 401(K) PROFIT SHARING PLAN & TRUST | ROUND ROCK TX | 193 | $26.5M | $470K |
| 9 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONG BEACH CA | 375 | $85.8M | $416K |
| 10 | JOHN JONES CHEVROLET BUICK CADILLAC OF SALEM, IN JOHN JONES AUTO GROUP 401(K) PLAN | SALEM IN | 179 | $9.5M | $340K |
