Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lord Abbett Short Duration Income R3 Fund Mutual fund in their Schedule of Assets, totaling $474K 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 | BREAKING GROUND HDFC BREAKING GROUND 403(B) PLAN | NEW YORK NY | 921 | $19.5M | $474K |
