Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Lord Abbett Total Return R4 in their Schedule of Assets, totaling $889K 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 | UNIVERSITY OF IOWA COMMUNITY MEDICAL SERVICES, LLC UNIVERSITY OF IOWA COMMUNITY MEDICAL SERVICES, LLC 401(K) PLAN | CORALVILLE IA | 82 | $9.3M | $356K |
| 2 | GOYETTE MECHANICAL CO. GOYETTE MECHANICAL CO. RETIREMENT AND SAVINGS PLAN | FLINT MI | 141 | $23.6M | $298K |
| 3 | ARGUS MEDIA, INC. |
HOUSTON TX |
| 258 |
| $40.3M |
| $203K |
| 4 | CPC, LLC CPC, LLC 401(K) PROFIT SHARING PLAN & TRUST | BETHEL CT | 355 | $6.0M | $31K |