Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Lord Abbett Short Duration Income in their Schedule of Assets, totaling $8.0M 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 | LOCAL 1964 ILA HEALTH AND INSURANCE FUND LOCAL 1964 ILA HEALTH & INSURANCE FUND | RIDGEFIELD PARK NJ | 1,138 | $35.4M | $2.3M |
| 2 | DANNIS WOLIVER KELLEY DANNIS WOLIVER KELLEY PROFIT SHARING PLAN | BERKELEY CA | 100 | $36.6M | $1.4M |
| 3 | COLONY HARDWARE CORP. COLONY HARDWARE CORP 401(K) PLAN |
ORANGE CT |
| 1,162 |
| $63.9M |
| $939K |
| 4 | KIMBERLY - CLARK PUERTO RICO, INC. KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN | SAN JUAN PR | 36 | $7.8M | $764K |
| 5 | AMPAC FINE CHEMICALS LLC AMPAC FINE CHEMICALS LLC PENSION PLAN FOR SALARIED EMPLOYEES | RANCHO CORDOVA CA | 61 | $33.4M | $527K |
| 6 | FUTURAMIC TOOL & ENGINEERING COMPANY FUTURAMIC TOOL & ENGINEERING COMPANY 401(K) RETIREMENT PLAN | WARREN MI | 283 | $33.8M | $416K |
| 7 | BURNS ENGINEERING, INC. BURNS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 339 | $66.4M | $411K |
| 8 | GALLOWAY & COMPANY, LLC GALLOWAY & COMPANY, LLC 401(K) PLAN | GREENWOOD VILLAGE CO | 312 | $34.4M | $292K |
| 9 | AMPAC FINE CHEMICALS LLC AMPAC FINE CHEMICALS LLC PENSION PLAN FOR BARGAINI | RANCHO CORDOVA CA | 70 | $16.4M | $270K |
| 10 | NIBBI BROTHERS ASSOCIATES, INC. NIBBI BROS. ASSOCIATES, INC. 401(K) PLAN | SAN FRANCISCO CA | 128 | $39.0M | $156K |
