Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Pgim Global Total Return R6 Mutual fund in their Schedule of Assets, totaling $11.2M 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 | ROGER ZATKOFF COMPANY ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | FARMINGTON HILLS MI | 171 | $169.7M | $1.6M |
| 2 | CORPORATION OF THE FINE ARTS MUSEUMS THE RETIREMENT INCOME PLAN OF THE CORPORATION OF FINE ARTS MUSEUMS | SAN FRANCISCO CA | 26 | $27.4M | $1.3M |
| 3 | ARTHREX, INC. |
NAPLES FL |
| 6,028 |
| $540.1M |
| $801K |
| 4 | THE BOSWORTH COMPANY THE BOSWORTH COMPANY EMPLOYEES THRIFT PLAN | MIDLAND TX | 256 | $21.3M | $649K |
| 5 | JOERIS GENERAL CONTRACTORS, LTD. JOERIS GENERAL CONTRACTORS, LTD. 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 657 | $46.8M | $596K |
| 6 | HALFF ASSOCIATES, INC HALFF ASSOCIATES INC. 401(K) PLAN | RICHARDSON TX | 1,503 | $187.2M | $501K |
| 7 | ENERGY RECOVERY, INC. ENERGY RECOVERY, INC. 401(K) PLAN | SAN LEANDRO CA | 224 | $28.2M | $381K |
| 8 | CONNING & COMPANY CONNING & COMPANY (U.S.) RETIREMENT SAVINGS PLAN | HARTFORD CT | 370 | $160.2M | $313K |
| 9 | MXR IMAGING, INC. MXR IMAGING, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 413 | $40.0M | $305K |
| 10 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $299K |
