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 R6 Mutual fund - in their Schedule of Assets, totaling $3.8M 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 | CORGAN ASSOCIATES, INC. CORGAN ASSOCIATES, INC. 401(K) PLAN | DALLAS TX | 1,046 | $122.8M | $3.8M |
| 2 | H.H. KNOEBEL SONS, INC. H.H. KNOEBEL SONS, INC. 401(K) PLAN | ELYSBURG PA | 357 | $7.0M | $3K |
