Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PGIM Investments LLC PGIM Total Rtn BD R6 in their Schedule of Assets, totaling $4.8M 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 | PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. PPFA RETIREMENT PLAN | NEW YORK NY | 773 | $138.3M | $3.3M |
| 2 | PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND PPFA RETIREMENT PLAN | NEW HAVEN CT | 177 | $22.7M | $797K |
| 3 | PLANNED PARENTHOOD OF GREATER TEXAS PPFA RETIREMENT PLAN |
DALLAS TX |
| 198 |
| $20.4M |
| $432K |
| 4 | PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY, INC. PPFA RETIREMENT PLAN | ALTADENA CA | 111 | $9.3M | $163K |
| 5 | PLANNED PARENTHOOD GULF COAST PPFA RETIREMENT PLAN | HOUSTON TX | 243 | $17.9M | $125K |
