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 R5 in their Schedule of Assets, totaling $72K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APPLE TREE ENTERPRISES, INC. APPLE TREE ENTERPRISES, INC. PROFIT SHARING PLAN | FLETCHER NC | 131 | $5.4M | $66K |
| 2 | THIRD SECURITY, LLC THIRD SECURITY, LLC 401(K) PLAN | RADFORD VA | 131 | $18.5M | $6K |
