Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Lord Abbett Short Duration Income Fund " in their Schedule of Assets, totaling $45.0M 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 | SHEET METAL WORKERS LOCAL 22 ANNUITY FUND SHEET METAL WORKERS LOCAL 22 - ANNUITY FUND | KENILWORTH NJ | 251 | $82.7M | $8.8M |
| 2 | THE IOWA CLINIC, P.C. THE IOWA CLINIC 401(K) PROFIT SHARING PLAN | WEST DES MOINES IA | 1,230 | $328.9M | $5.3M |
| 3 | LSA ASSOCIATES, INC. |
IRVINE CA |
| 171 |
| $77.7M |
| $2.9M |
| 4 | BWBR ARCHITECTS, INC. BWBR ARCHITECTS, INC. PROFIT SHARING AND 401(K) PLAN | ST. PAUL MN | 184 | $55.8M | $2.5M |
| 5 | CPS SOLUTIONS, LLC CPS SOLUTIONS, LLC 401(K) PLAN | MINNETONKA MN | 2,638 | $292.4M | $2.5M |
| 6 | BRANDENBURG INDUSTRIAL SERVICE COMPANY BRANDENBURG INDUSTRIAL SERVICE COMPANY PROFIT SHARING AND 401(K) PLAN | ELMHURST IL | 183 | $100.1M | $2.2M |
| 7 | TRUSTEES OF TEAMSTERS LOCAL 929 RETIREMENT PLAN TEAMSTERS LOCAL 929 RETIREMENT PLAN | PENNSAUKEN NJ | 3,105 | $32.9M | $2.1M |
| 8 | THOMAS STEEL STRIP CORP. THOMAS STEEL STRIP CORP. PENSION PLAN | WARREN OH | 47 | $65.9M | $1.6M |
| 9 | MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST | LANSING MI | 1,282 | $12.5M | $1.4M |
| 10 | TANVEX BIOPHARMA USA, INC. TANVEX BIOPHARMA USA, INC. 401(K) PLAN | SAN DIEGO CA | 88 | $13.4M | $1.4M |
