Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lord Abbett Total Return Fund Class R4 Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | RODAN & FIELDS, LLC RODAN & FIELDS, LLC 401(K) PLAN | SAN RAMON CA | 364 | $48.6M | $784K |
| 2 | RODAN & FIELDS BEAUTY, LLC RODAN & FIELDS, LLC 401(K) PLAN | SAN RAMON CA | 156 | $52.5M | $726K |
