Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding PGIM Investments PGIM Total Return Bond R6 N/R in their Schedule of Assets, totaling $9.6M 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 | SCHOTT CORPORATION SCHOTT CORPORATION 401(K) PLAN | RYE BROOK NY | 765 | $172.9M | $4.0M |
| 2 | AXON ENTERPRISE, INC. AXON 401(K) PLAN | SCOTTSDALE AZ | 3,206 | $228.6M | $3.4M |
| 3 | OMNITRACS, LLC OMNITRACS EMPLOYEE SAVINGS & RETIREMENT PLAN |
| 498 |
| $101.4M |
| $1.7M |
| 4 | EVERGEN EVERGEN 401(K) PLAN | ALACHUA FL | 671 | $61.5M | $456K |
| 5 | TOTAL EXPERT, INC. TOTAL EXPERT, INC. 401K PLAN | ST. LOUIS PARK MN | 377 | $18.0M | $79K |
| 6 | SURGALIGN TECHNOLOGIES, INC SECTION 401(K) PLAN FOR EMPLOYEES OF SURGALIGN SPINE TECHNOLOGIES, INC. | DEERFIELD IL | 29 | $22.9M | $7K |