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 Fund A 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BIRLA CARBON USA BIRLA CARBON USA EMPLOYEES SAVINGS PLAN | MARIETTA GA | 361 | $55.5M | $2.2M |
| 2 | QUANTUM RESEARCH INTERNATIONAL, INC. QUANTUM 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 340 | $38.9M | $523K |
| 3 | PRYM CONSUMER USA INC. PRYM CONSUMER USA INC. SAVINGS AND INVESTMENT PLAN |
SPARTANBURG SC |
| 66 |
| $11.3M |
| $270K |