Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Lord Abbett Sht Drtn Inc R6 Fd in their Schedule of Assets, totaling $2.9M 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 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $714K |
| 2 | OST, INC. OST, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 423 | $36.5M | $446K |
| 3 | MORSELIFE INC. MORSELIFE TAX DEFERRED ANNUITY PLAN |
WEST PALM BEACH FL |
| 1,307 |
| $25.9M |
| $445K |
| 4 | LEGAL AID OF WESTERN MISSOURI LEGAL AID OF WESTERN MISSOURI PROFIT SHARING PLAN | KANSAS CITY MO | 132 | $16.1M | $418K |
| 5 | ENVISION MANAGEMENT, LLC ENVISION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS CO | 1,570 | $54.0M | $335K |
| 6 | WATER PURE, INC. DBA PURITY PRODUCTS WATER PURE, INC. 401(K) PLAN | PLAINVIEW NY | 95 | $10.7M | $312K |
| 7 | UNITED METHODIST FAMILY SERVICES OF VIRGINIA UNITED METHODIST FAMILY SERVICES OF VIRGINIA, INC. 401(K) PROFIT SHARING | RICHMOND VA | 293 | $18.8M | $132K |
| 8 | AGAMERICA LENDING LLC AGAMERICA LENDING LLC 401(K) PLAN | LAKELAND FL | 113 | $10.7M | $28K |
| 9 | SATELLITE SERVICES, INC. SATELLITE SERVICES, INC. 401(K) PROFIT SHARING PLAN | MARQUETTE MI | 159 | $9.0M | $18K |
| 10 | J.R. BALSAN, INC. DBA JOHNSTONE SUPPLY J.R. BALSAN, INC. RETIREMENT SAVINGS PLAN | DOWNINGTOWN PA | 177 | $10.4M | $2K |
