Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lord Abbett Ultra Short Bond Fund in their Schedule of Assets, totaling $16.2M 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 | TAFT STETTINIUS & HOLLISTER LLP TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS | CINCINNATI OH | 465 | $44.0M | $14.2M |
| 2 | SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS ARE | INDIANAPOLIS IN | 987 | $211.7M | $2.0M |
