Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding LORD ABBETT TOTAL RETURN FD A MUTUAL FUNDS in their Schedule of Assets, totaling $2.0M 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 | BAYTEX ENERGY USA, INC. BAYTEX ENERGY USA, INC. 401K PLAN | HOUSTON TX | 143 | $22.0M | $955K |
| 2 | RANGER OIL CORPORATION RANGER OIL CORPORATION 401K PLAN | HOUSTON TX | 138 | $19.2M | $924K |
| 3 | KENTUCKY EAGLE, INC. KENTUCKY EAGLE 401K PLAN |
LEXINGTON KY |
| 218 |
| $15.0M |
| $161K |