Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lord Abbett Short Duration Income Fund R5 Mutual fund in their Schedule of Assets, totaling $9.6M 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 | CADENCE BANK CADENCE 401(K) PROFIT-SHARING PLAN | TUPELO MS | 5,423 | $817.1M | $9.6M |
