Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lord Abbett Total Return in their Schedule of Assets, totaling $16.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES LOCAL 456 MUNICIPAL WELFARE FUND TEAMSTERS LOCAL 456 MUNICIPAL EMPLOYEES WELFARE FUND | ELMSFORD NY | 1,559 | $29.7M | $11.4M |
| 2 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $3.6M |
| 3 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO |
KANSAS CITY MO |
| 783 |
| $63.5M |
| $520K |
| 4 | GALAXY TECHNOLOGY, INC. GALAXY TECHNOLOGIES, INC. 401(K) PLAN | WINFIELD KS | 176 | $10.7M | $503K |
| 5 | TRINITY SERVICES INC. TRINITY SERVICES INC. EMPLOYEES RETIREMENT PLAN | NEW LENOX IL | 863 | $20.2M | $314K |
