Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Lord Abbett Short Duration Income Fund R6 Mutual fund in their Schedule of Assets, totaling $2.6M 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 | FLORIDA HEALTH SCIENCES CENTER, INC. FLORIDA HEALTH SCIENCES CENTER 403(B) SAVINGS PLAN | TAMPA FL | 11,892 | $768.3M | $1.8M |
| 2 | SAN FRANCISCO OPERA ASSOCIATION SAN FRANCISCO OPERA DEFINED CONTRIBUTION PLAN | SAN FRANCISCO CA | 445 | $40.5M | $407K |
| 3 | SAXTON & STUMP, LLC |
LANCASTER PA |
| 155 |
| $21.5M |
| $159K |
| 4 | WORK'N GEAR LLC WORK'N GEAR 401(K) SAVINGS PLAN | BRAINTREE MA | 175 | $5.6M | $158K |
| 5 | SAN FRANCISCO OPERA ASSOCIATION SAN FRANCISCO OPERA 403(B) PLAN | SAN FRANCISCO CA | 832 | $21.7M | $31K |
| 6 | HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C. HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C. 401(K) PROFIT SHARING PLAN | GLEN ALLEN VA | 100 | $23.1M | $11K |
