Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Lord Abbett Short Duration Income I in their Schedule of Assets, totaling $51.5M 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 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 71 | $126.9M | $19.2M |
| 2 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 30 | $92.5M | $13.8M |
| 3 | SOUTH JERSEY INDUSTRIES, INC. |
FOLSOM NJ |
| 188 |
| $74.6M |
| $11.7M |
| 4 | ARROW FINANCIAL CORPORATION ARROW FINANCIAL CORPORATION EMPLOYEES' PENSION PLAN AND TRUST | GLENS FALLS NY | 459 | $63.9M | $2.7M |
| 5 | SOUTH JERSEY INDUSTRIES, INC. SOUTH JERSEY INDUSTRIES, INC. POST-RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES | FOLSOM NJ | 220 | $22.3M | $1.8M |
| 6 | BARTLIT BECK LLP BARTLIT BECK LLP 401(K) PLAN AND TRUST | CHICAGO IL | 168 | $99.7M | $954K |
| 7 | ACADEMY OF NUTRITION AND DIETETICS ACADEMY OF NUTRITION AND DIETETICS RETIREMENT PLAN | CHICAGO IL | 130 | $28.6M | $355K |
| 8 | PAVILION HEALTH SERVICES, INC. PAVILION HEALTH SERVICES 401(K) PLAN | JACKSONVILLE FL | 2,214 | $143.0M | $303K |
| 9 | RAB LIGHTING, INC. RAB LIGHTING, INC. 401(K) PLAN | CRANBURY NJ | 327 | $30.1M | $264K |
| 10 | VIRGINIA PHYSICIANS FOR WOMEN, LTD. VIRGINIA PHYSICIANS FOR WOMEN, LTD. 401(K) PROFIT SHARING PLAN | RICHMOND VA | 259 | $49.6M | $258K |
