Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Lord Abbett Short Duration Income Mutual fund in their Schedule of Assets, totaling $2.3M 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 | ASSOCIATION SERVICES OF WASHINGTON, INC. ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY ASSOCIATION SERVICES OF WASHINGTON, INC. | SEATTLE WA | 80 | $12.9M | $604K |
| 2 | PEI PEI DOWN EAST TOYOTA 401(K) RETIREMENT PLAN | BREWER ME | 133 | $12.2M | $414K |
| 3 | GIG HARBOR FIRE FIGHTERS UNION HEALTH AND WELFARE TRUST |
GIG HARBOR WA |
| 124 |
| $11.5M |
| $408K |
| 4 | RAIDERS FOOTBALL CLUB, LLC LAS VEGAS RAIDERS 401(K) RETIREMENT PLAN | HENDERSON NV | 934 | $47.6M | $371K |
| 5 | GOLDBERG LINDSAY & CO. LLC GOLDBERG LINDSAY & CO. LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 57 | $61.8M | $321K |
| 6 | UNBOUND UNBOUND RETIREMENT PLAN | KANSAS CITY KS | 114 | $18.8M | $151K |
| 7 | R. W. WARNER, INC. R. W. WARNER, INC. PROFIT SHARING AND 401(K) PLAN | FREDERICK MD | 239 | $10.1M | $34K |
| 8 | QC FINANCIAL SERVICES, INC. QC FINANCIAL SERVICES 401(K) RETIREMENT PLAN | LENEXA KS | 698 | $17.9M | $23K |
| 9 | COMMUNITY BUILDERS OF KANSAS CITY COMMUNITY BUILDERS OF KANSAS CITY RETIREMENT PLAN | KANSAS CITY MO | 103 | $1.5M | $5K |
