Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PGIM Investments High Yield R6 in their Schedule of Assets, totaling $3.1M 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 | DOTERRA INTERNATIONAL LLC DOTERRA 401(K) PLAN | PLEASANT GROVE UT | 1,570 | $83.2M | $2.5M |
| 2 | LIA GROUP, INC. THE LIA GROUP 401(K) PLAN | ALBANY NY | 763 | $26.6M | $342K |
| 3 | POINT MORTGAGE CORPORATION POINT MORTGAGE CORPORATION 401(K) PLAN |
| 114 |
| $5.6M |
| $214K |
| 4 | CLEARVIEW CONSULTING, INC. CLEARVIEW CONSULTING, INC. 401(K) PLAN | OWINGS MILLS MD | 138 | $10.5M | $40K |
