Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Lord Abbett Total Return Fund in their Schedule of Assets, totaling $12.2M 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 | EDMUNDS.COM, INC. EDMUNDS.COM, INC. 401(K) PLAN | SANTA MONICA CA | 482 | $143.7M | $4.4M |
| 2 | SOUTHERN ILLINOIS HOSPITAL SERVICES SOUTHERN ILLINOIS HEALTHCARE RETIREMENT SAVINGS PLAN | CARBONDALE IL | 4,119 | $399.3M | $4.2M |
| 3 | PRAIRIE CARDIOVASCULAR CONSULTANTS, INC. KIARA, INC. 401(K) PROFIT SHARING PLAN |
SPRINGFIELD IL |
| 307 |
| $69.1M |
| $1.8M |
| 4 | KISS NAIL PRODUCTS, INC. KISS NAIL PRODUCTS 401(K) PLAN | PORT WASHINGTON NY | 394 | $56.7M | $760K |
| 5 | VILLAGE ASSOCIATES INC. VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST | PULASKI WI | 321 | $29.9M | $713K |
| 6 | BECKER & POLIAKOFF, P.A. BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 312 | $55.2M | $175K |
| 7 | FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH INC. FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH 403(B) DC PLAN | NORTH BETHESDA MD | 119 | $27.4M | $121K |
| 8 | ARCTOS, LLC ARCTOS, LLC 401(K) PLAN | BEAVERCREEK OH | 156 | $33.1M | $80K |
| 9 | SCM HOTEL OPERATING COMPANY, LLC QUORUM HOTELS 401(K) PLAN | PLANO TX | 566 | $7.8M | $16K |
