Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding Lord Abbett Short Duration Income Fund – in their Schedule of Assets, totaling $56.5M 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 | CATHOLIC HEALTHCARE TRUST CATHOLIC MEDICAL CENTER PENSION PLAN | MANCHESTER NH | 352 | $221.3M | $9.7M |
| 2 | SHEET METAL WORKERS LOCAL 22 ANNUITY FUND SHEET METAL WORKERS LOCAL 22 - ANNUITY FUND | KENILWORTH NJ | 251 | $82.7M | $8.8M |
| 3 | THE IOWA CLINIC, P.C. THE IOWA CLINIC 401(K) PROFIT SHARING PLAN |
WEST DES MOINES IA |
| 1,230 |
| $328.9M |
| $5.3M |
| 4 | LSA ASSOCIATES, INC. LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST | IRVINE CA | 171 | $77.7M | $2.9M |
| 5 | RS&H, INC. RS&H, INC. 401(K)PLAN | JACKSONVILLE FL | 1,702 | $296.4M | $2.7M |
| 6 | CPS SOLUTIONS, LLC CPS SOLUTIONS, LLC 401(K) PLAN | MINNETONKA MN | 2,638 | $292.4M | $2.5M |
| 7 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $2.4M |
| 8 | BRANDENBURG INDUSTRIAL SERVICE COMPANY BRANDENBURG INDUSTRIAL SERVICE COMPANY PROFIT SHARING AND 401(K) PLAN | ELMHURST IL | 183 | $100.1M | $2.2M |
| 9 | TRUSTEES OF TEAMSTERS LOCAL 929 RETIREMENT PLAN TEAMSTERS LOCAL 929 RETIREMENT PLAN | PENNSAUKEN NJ | 3,105 | $32.9M | $2.1M |
| 10 | THOMAS STEEL STRIP CORP. THOMAS STEEL STRIP CORP. PENSION PLAN | WARREN OH | 47 | $65.9M | $1.6M |
