Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding LORD ABBETT SHORT DURATN R4 GM MUTUAL FUNDS in their Schedule of Assets, totaling $4.7M 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 | DIRECT CHASSISLINK, INC. DIRECT CHASSISLINK, INC. 401(K) SAVINGS PLAN | CHARLOTTE NC | 789 | $44.2M | $2.8M |
| 2 | AMERICAN SPIRIT CORPORATION ASC 401(K) RETIREMENT PLAN | EDEN PRAIRIE MN | 254 | $15.9M | $854K |
| 3 | DOVENMUEHLE MORTGAGE, INC. DOVENMUEHLE MORTGAGE, INC. SAVINGS AND RETIREMENT PLAN |
LAKE ZURICH IL |
| 2,116 |
| $64.1M |
| $573K |
| 4 | ADIR INTERNATIONAL, LLC DBA CURACAO CURACAO 401(K) PLAN | LOS ANGELES CA | 1,007 | $28.6M | $429K |
