Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Lord Abbett Short Duration Income 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DANNIS WOLIVER KELLEY DANNIS WOLIVER KELLEY PROFIT SHARING PLAN | BERKELEY CA | 100 | $36.6M | $1.4M |
| 2 | COLONY HARDWARE CORP. COLONY HARDWARE CORP 401(K) PLAN | ORANGE CT | 1,162 | $63.9M | $939K |
| 3 | KIMBERLY - CLARK PUERTO RICO, INC. KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN |
SAN JUAN PR |
| 36 |
| $7.8M |
| $764K |
| 4 | FUTURAMIC TOOL & ENGINEERING COMPANY FUTURAMIC TOOL & ENGINEERING COMPANY 401(K) RETIREMENT PLAN | WARREN MI | 283 | $33.8M | $416K |
| 5 | BURNS ENGINEERING, INC. BURNS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 339 | $66.4M | $411K |
| 6 | NIBBI BROTHERS ASSOCIATES, INC. NIBBI BROS. ASSOCIATES, INC. 401(K) PLAN | SAN FRANCISCO CA | 128 | $39.0M | $156K |
| 7 | SERVICE ENERGY, LLC SERVICE ENERGY, LLC COMBINED PROFIT SHARING PLAN | CHESWOLD DE | 267 | $10.5M | $82K |
| 8 | STAUNTON CAPITAL, INC. EMPLOYEES RETIREMENT SAVINGS PLAN | HIGH POINT NC | 287 | $6.2M | $72K |
| 9 | ALCHEMER LLC ALCHEMER 401(K) PLAN | LOUISVILLE CO | 176 | $17.1M | $56K |
| 10 | HARROGATE INCORPORATED HARROGATE EMPLOYEES ANNUITY PLAN | LAKEWOOD NJ | 208 | $6.2M | $42K |
