Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding PGIM GLOBAL TOTAL RTN R6 in their Schedule of Assets, totaling $8.4M 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 | OLSONS GREENHOUSE GARDENS, INC. OLSONS GREENHOUSE GARDENS, INC. 401K PROFIT SHARING PLAN | SALEM UT | 570 | $11.5M | $1.5M |
| 2 | THE VERTEX COMPANIES, LLC THE VERTEX COMPANIES, LLC 401K PLAN | WEYMOUTH MA | 588 | $117.7M | $1.2M |
| 3 | INSTEM LIFE SCIENCE SYSTEMS |
WEST CONSHOHOCKEN PA |
| 67 |
| $21.3M |
| $531K |
| 4 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN | TUSTIN CA | 4,347 | $148.5M | $471K |
| 5 | SALEM TOOLS, INC. SALEM TOOLS, INC. 401(K) PLAN | SALEM VA | 72 | $15.2M | $441K |
| 6 | BEDROCK MANUFACTURING COMPANY, L BEDROCK MANUFACTURING COMPANY 401(K) PLAN | DETROIT MI | 543 | $33.8M | $354K |
| 7 | CALICO BRANDS, INC. CALICO BRANDS, INC. 401(K) PLAN | ONTARIO CA | 112 | $18.0M | $335K |
| 8 | THRIVE BEHAVIORAL HEALTH INC. THRIVE BEHAVIORAL HEALTH INC. PENSION PLAN | WARWICK RI | 277 | $13.0M | $325K |
| 9 | THE GOODMAN GROUP, INC. THE GOODMAN GROUP, ITS MEMBERS & AFFIL. RETIREMENT SAVINGS PLAN | CHASKA MN | 3,652 | $79.5M | $294K |
| 10 | INFINITY SYSTEMS ENGINEERING INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN | COLORADO SPRINGS CO | 288 | $70.0M | $253K |
