Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Lord Abbett Total Return Fund Mutual fund in their Schedule of Assets, totaling $163.2M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $152.9M |
| 2 | PILOT CATASTROPHE SERVICES INC PILOT CATASTROPHE SERVICES, INC. 401(K) PROFIT SHARING PLAN | MOBILE AL | 38,639 | $155.2M | $6.2M |
| 3 | FIVES INC. |
FARMINGTON HILLS MI |
| 1,506 |
| $314.4M |
| $1.6M |
| 4 | GAYLE MANUFACTURING CO., INC. GAYLE MANUFACTURING CO., INC. 401(K) PLAN | CALDWELL ID | 91 | $23.4M | $1.2M |
| 5 | GREAT WESTERN MANUFACTURING COMPANY, INC. GREAT WESTERN MANUFACTURING COMPANY, INC. PROFIT SHARING 401(K) PLAN | LEAVENWORTH KS | 115 | $16.7M | $383K |
| 6 | SOUND PUBLISHING, INC. SOUND PUBLISHING, INC. 401(K) PLAN AND TRUST | EVERETT WA | 171 | $12.0M | $292K |
| 7 | HOME FRANCHISE CONCEPTS, LLC HOME FRANCHISE CONCEPTS RETIREMENT SAVINGS PLAN | IRVINE CA | 258 | $19.4M | $267K |
| 8 | MCKINLEY PACKAGING, INC. MCKINLEY PACKAGING, INC. 401(K) PLAN | FARMERS BRANCH TX | 423 | $11.6M | $252K |
| 9 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $43K |
| 10 | RESONATE NETWORKS RESONATE NETWORKS 401(K) PLAN | RESTON VA | 156 | $18.5M | $41K |
