Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding LRDABT HI YLD R4 MUTUAL FUNDS in their Schedule of Assets, totaling $235K 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 | EPIC AIRCRAFT LLC EPIC AIRCRAFT LLC 401(K) PLAN | BEND OR | 486 | $8.9M | $178K |
| 2 | GENEVA FINANCIAL, LLC GENEVA FINANCIAL, LLC 401(K) PLAN | CHANDLER AZ | 487 | $5.3M | $40K |
| 3 | RES CONTRACTORS, LLC RES CONTRACTORS, LLC 401(K) PLAN |
| 72 |
| $3.4M |
| $17K |
