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 I Mutual fund in their Schedule of Assets, totaling $4.1M 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 | ATLAS PACIFIC ENGINEERING COMPANY ATLAS PACIFIC PROFIT SHARING PLAN | CENTENNIAL CO | 406 | $81.2M | $3.1M |
| 2 | ICR, LLC ICR, LLC 401(K) PLAN | NORWALK CT | 343 | $60.5M | $504K |
| 3 | ADVENT INTERNATIONAL L.P. ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN |
BOSTON MA |
| 299 |
| $117.9M |
| $334K |
| 4 | H.F. COX, INC. H.F. COX, INC. VACATION BENEFITS PLAN | BAKERSFIELD CA | 226 | $906K | $176K |
| 5 | PRECISION STRATEGIES, LLC PRECISION STRATEGIES, LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 109 | $10.5M | $16K |
| 6 | AMERICAN METALS SUPPLY, LLC. AMERICAN METALS SUPPLY, LLC 401(K) PLAN | TAMPA FL | 222 | $2.1M | $2K |
