Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding LORD ABBETT SRT DURATION GM MUTUAL FUNDS in their Schedule of Assets, totaling $2.3M 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 | KENTUCKY EAGLE, INC. KENTUCKY EAGLE 401K PLAN | LEXINGTON KY | 218 | $15.0M | $1.6M |
| 2 | LTC GLOBAL, INC. LTC GLOBAL, INC. 401(K) PLAN | FORT MYERS FL | 264 | $30.0M | $619K |
