Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding PGIM Global Total Return Fund Mutual fund in their Schedule of Assets, totaling $5.9M 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 | PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU CA | 2,003 | $633.5M | $2.6M |
| 2 | FAIRWAY CHEVROLET CO. FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN | LAS VEGAS NV | 222 | $25.7M | $1.5M |
| 3 | STELLANTIS FINANCIAL SERVICES, INC. STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN |
HOUSTON TX |
| 1,192 |
| $44.6M |
| $405K |
| 4 | NANTWORKS, LLC NANTWORKS, LLC RETIREMENT PLAN | LOS ANGELES CA | 922 | $117.2M | $223K |
| 5 | STONE INDUSTRIES, INC. STONE INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN | HALEDON NJ | 153 | $25.4M | $151K |
| 6 | ONTARIO REFRIGERATION SERVICE, INC. ONTARIO REFRIGERATION SERVICE, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 285 | $25.7M | $138K |
| 7 | CLASSIC WIRE CUT COMPANY INC CLASSIC WIRE CUT COMPANY, INC. 401(K) PLAN | VALENCIA CA | 126 | $17.9M | $125K |
| 8 | LIVEPERSON, INC. LIVEPERSON, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 358 | $87.7M | $122K |
| 9 | MONTEREY MUSHROOMS, LLC MONTEREY MUSHROOMS 401(K) PLAN | DALLAS TX | 840 | $35.5M | $111K |
| 10 | SOUND PUBLISHING, INC. SOUND PUBLISHING, INC. 401(K) PLAN AND TRUST | EVERETT WA | 171 | $12.0M | $99K |
