Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding LORD ABBETT SHT DURATION INCOM Mutual Funds in their Schedule of Assets, totaling $913K 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 | KAESER COMPRESSORS, INC. KAESER COMPRESSORS, INC. 401(K) PROFIT SHARING PLAN | FREDERICKSBURG VA | 634 | $84.1M | $568K |
| 2 | BLUEWATER TECHNOLOGIES GROUP, INC. BLUEWATER TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | WIXOM MI | 178 | $14.9M | $172K |
| 3 | THE INSTITUTE OF INTERNATIONAL FINANCE, INC. |
WASHINGTON DC |
| 62 |
| $40.0M |
| $67K |
| 4 | KENTUCKY EAGLE, INC. KENTUCKY EAGLE 401K PLAN | LEXINGTON KY | 218 | $15.0M | $64K |
| 5 | ROWELL CHEMICAL CORPORATION HYER GROUP 401(K) PLAN | TAMPA FL | 81 | $18.9M | $42K |
