Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lord Abbett Short Duration in their Schedule of Assets, totaling $11.3M 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 | HALO BRANDED SOLUTIONS, INC. HALO BRANDED SOLUTIONS, INC. 401(K) SAVINGS PLAN | STERLING IL | 1,886 | $131.4M | $4.4M |
| 2 | DELTA PILOTS MUTUAL AID, INC. DELTA PILOTS MUTUAL AID | ATLANTA GA | 17,032 | $65.8M | $4.1M |
| 3 | LOCAL 1964 ILA RETIREMENT FUND LOCAL 1964 ILA RETIREMENT FUND |
RIDGEFIELD PARK NJ |
| 377 |
| $47.1M |
| $2.8M |
