Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lord Abbott Short Duration Income Fund - in their Schedule of Assets, totaling $1.1M 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 | NEW PROCESS STEEL, L.P. NEW PROCESS STEEL, L.P. EMPLOYEE RETIREMENT & SAVINGS TRUST | HOUSTON TX | 428 | $40.6M | $709K |
| 2 | ASSEMBLY BIOSCIENCES, INC. ASSEMBLY BIOSCIENCES, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 72 | $18.2M | $376K |
