Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding PGIM Investments Total Return Bond Fund - in their Schedule of Assets, totaling $23.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. QUALIFIED RETIREMENT PLAN | DALLAS TX | 3,729 | $514.4M | $5.8M |
| 2 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $4.4M |
| 3 | HILL WIREMASTERS |
COLUMBIA TN |
| 278 |
| $43.0M |
| $3.5M |
| 4 | SIMMONS FOODS, INC. SIMMONS FOODS, INC. 401(K) RETIREMENT AND TRUST PLAN | SILOAM SPRINGS AR | 9,134 | $186.9M | $3.1M |
| 5 | BOARD OF TRUSTEES OF THE DIERBERGS LOCAL 655 VARIABLE ANNUITY PLAN THE DIERBERGS MARKET, INC AND LOCAL 655 VARIABLE ANNUITY PLAN | CHESTERFIELD MO | 1,602 | $10.7M | $1.8M |
| 6 | MWD MANAGEMENT, LLC MWD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BRENTWOOD TN | 682 | $47.6M | $1.1M |
| 7 | COLUMBIA HELICOPTERS, INC. COLUMBIA HELICOPTERS, INC. 401(K) PLAN | PORTLAND OR | 480 | $89.0M | $890K |
| 8 | ADLER UNIVERSITY ADLER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 232 | $31.3M | $751K |
| 9 | FIRST FINANCIAL BANCORP FIRST FINANCIAL BANCORP 401(K) SAVINGS PLAN | CINCINNATI OH | 2,084 | $171.4M | $692K |
| 10 | ASSERTIO MANAGEMENT, LLC ASSERTIO MANAGEMENT, LLC 401(K) RETIREMENT PLAN | LAKE FOREST IL | 29 | $14.8M | $670K |
