Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Lord Abbett Total Return R6 Mutual fund in their Schedule of Assets, totaling $9.4M 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 | MILES & STOCKBRIDGE P.C. MILES & STOCKBRIDGE RETIREMENT PLAN | BALTIMORE MD | 385 | $195.4M | $6.6M |
| 2 | WILSON OIL, INC. WILSON OIL, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONGVIEW WA | 355 | $30.4M | $650K |
| 3 | PIEDMONT PLASTICS, INC. PIEDMONT PLASTICS 401(K) PROFIT SHARING PLAN |
CHARLOTTE NC |
| 575 |
| $60.0M |
| $522K |
| 4 | CANCER CARE ASSOCIATES OF YORK, INC. CANCER CARE ASSOCIATES OF YORK 401(K) PLAN | YORK PA | 108 | $17.1M | $470K |
| 5 | JACKSON SPALDING, INC. JACKSON SPALDING, INC. PROFIT SHARING 401(K) PLAN | ATLANTA GA | 160 | $20.4M | $330K |
| 6 | AMERICAN BUSINESS GROUP AMERICAN BUSINESS GROUP 401(K) PLAN | COTTAGE GROVE MN | 145 | $11.6M | $261K |
| 7 | HUGH M. CUNNINGHAM, INC. HUGH M. CUNNINGHAM, INC. EMPLOYEES 401(K) PLAN | CARROLLTON TX | 174 | $15.5M | $254K |
| 8 | FACILITIES MANAGEMENT SERVICES FACILITIES MANAGEMENT SERVICES 401(K) RETIREMENT PLAN | LOUISVILLE KY | 335 | $2.3M | $213K |
| 9 | NEXUS MANAGEMENT, LLC NEXUS/SHERWOOD RETIREMENT PLAN | LAWRENCEVILLE NJ | 174 | $16.8M | $33K |
| 10 | RHA HEALTH SERVICES, LLC RHA HEALTH SERVICES, LLC 401(K) RETIREMENT PLAN | ATLANTA GA | 7,361 | $22.6M | $16K |
