Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Lord Abbett Short Duration Income Fund R6 # in their Schedule of Assets, totaling $2.5M 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 | CENTRAL ONE FEDERAL CREDIT UNION COFCU CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | SHREWSBURY MA | 114 | $23.1M | $736K |
| 2 | CUSTOM ALUMINUM PRODUCTS, INC. CUSTOM ALUMINUM PRODUCTS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SOUTH ELGIN IL | 373 | $14.1M | $427K |
| 3 | LANDIS+GYR TECHNOLOGY, INC. |
ALPHARETTA GA |
| 7 |
| $11.5M |
| $376K |
| 4 | BILLS DISTRIBUTING, LTD. BILL'S DISTRIBUTING, LTD. 401(K) PROFIT SHARING PLAN | MENOMONIE WI | 214 | $14.9M | $186K |
| 5 | ETIC ETIC 401(K) PLAN | PLEASANT HILL CA | 105 | $17.4M | $154K |
| 6 | JAMES A. SCOTT & SON, INC. JAMES A. SCOTT & SON, INC. RETIREMENT SAVINGS PLAN | LYNCHBURG VA | 440 | $24.3M | $151K |
| 7 | BERKELEY PREPARATORY SCHOOL, INC. BERKELEY PREPARATORY DEFINED CONTRIBUTION RETIREMENT PLAN | TAMPA FL | 368 | $53.3M | $150K |
| 8 | LYRIC OPERA OF CHICAGO LYRIC OPERA 401(K) SAVINGS PLAN | CHICAGO IL | 128 | $14.5M | $123K |
| 9 | MARKETING DISPLAYS, INC. EMPLOYEES' PROFIT SHARING PLAN OF MARKETING DISPLAYS, INC. | FARMINGTON HILLS MI | 98 | $10.8M | $121K |
| 10 | BREMER WHYTE BROWN OMEARA LLP BREMER WHYTE BROWN & OMEARA LL 401(K) PROFIT SHARING PLAN & TRUST | LAS VEGAS NV | 305 | $19.1M | $73K |
