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 R6 Fund " in their Schedule of Assets, totaling $4.5M 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 | LACKS ENTERPRISES, INC. LACKS ENTERPRISES, INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | GRAND RAPIDS MI | 2,238 | $240.6M | $1.9M |
| 2 | INTERSTATE ELECTRICAL SERVICES CORPORATION INTERSTATE ELECTRICAL SERVICES CORPORATION 401(K) PLAN | N. BILLERICA MA | 581 | $65.3M | $1.5M |
| 3 | RELATION INSURANCE, INC. |
OVERLAND PARK KS |
| 1,341 |
| $114.9M |
| $431K |
| 4 | GREENBERG FARROW ARCHITECTURE INCORPORATED THE GREENBERG FARROW ARCHITECTURE INCORPORATED STOCK OWNERSHIP AND 401(K) PLAN | ATLANTA GA | 244 | $67.3M | $322K |
| 5 | HOLMAN DISTRIBUTION CENTER OF WASHINGTON INC HOLMAN DISTRIBUTION CENTERS 401(K) PROFIT SHARING PLAN | FEDERAL WAY WA | 1,096 | $33.3M | $146K |
| 6 | INSIDE EDGE COMMERCIAL INTERIOR SERVICES, LLC INSIDE EDGE COMMERCIAL INTERIOR SERVICES 401(K) PROFIT SHARING PLAN | EAGAN MN | 173 | $13.3M | $95K |
| 7 | YOUTH AND FAMILY ALTERNATIVES, INC. YOUTH AND FAMILY ALTERNATIVES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | NEW PORT RICHEY FL | 326 | $5.9M | $73K |
| 8 | LDA MANAGEMENT COMPANY, INC. LDA MANAGEMENT COMPANY, INC. 401(K) PLAN | DALLAS TX | 620 | $11.2M | $25K |
| 9 | MIDDLEVILLE ENGINEERED SOLUTIONS, LLC MIDDLEVILLE ENGINEERED SOLUTIONS, LLC | MIDDLEVILLE MI | 121 | $6.4M | $12K |
