Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lord Abbett Short Duration Income R3 - in their Schedule of Assets, totaling $3.0M 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 | ATLANTA GASTROENTEROLOGY ASSOCIATES UNITED DIGESTIVE 401(K) PLAN | ATLANTA GA | 1,482 | $91.3M | $1.9M |
| 2 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN | SAN FRANCISCO CA | 252 | $178.0M | $746K |
| 3 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN |
SAN FRANCISCO CA |
| 129 |
| $43.1M |
| $280K |
| 4 | R&M FREIGHT INC. R&M FREIGHT, INC. 401(K) PLAN | BENSENVILLE IL | 391 | $5.5M | $27K |
| 5 | C.R. DANIELS, INC. C.R. DANIELS, INC. 401(K) AND PROFIT SHARING PLAN | ELLICOTT CITY MD | 135 | $19.9M | $8K |
