Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PGIM PGIM Global Total Return in their Schedule of Assets, totaling $1.1M 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 | ANDERSON COLUMBIA CO., INC. ANDERSON COLUMBIA CO., INC. 401(K) SALARY REDUCTION PLAN | LAKE CITY FL | 1,241 | $44.3M | $530K |
| 2 | CURTIS LUMBER COMPANY, INC CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN | BALLSTON SPA NY | 679 | $70.0M | $454K |
| 3 | ACCOLADE, INC. |
PLYMOUTH MEETING PA |
| 1,810 |
| $103.2M |
| $104K |
