Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lord Abbott Short Duration Income Fund Class R5 N/A in their Schedule of Assets, totaling $288K 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 | NICHOLSON CONSTRUCTION COMPANY NICHOLSON CONSTRUCTION COMPANY EMPLOYEES 401K AND PROFIT SHARING PLAN | CANONSBURG PA | 212 | $38.5M | $288K |
