Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding PGIM PGIM High-Yield in their Schedule of Assets, totaling $43.6M 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 | MONTEFIORE MEDICAL CENTER MONTEFIORE MEDICAL CENTER 403(B) PLAN | BRONX NY | 16,359 | $4.3B | $41.3M |
| 2 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT 401(K) PLAN | BRONX NY | 347 | $45.6M | $630K |
| 3 | LAFRANCE CORPORATION LAFRANCE CORP CASH OR DEFERRED PROFIT SHARING PLAN |
CONCORDVILLE PA |
| 188 |
| $35.4M |
| $454K |
| 4 | OLIVER TECHNOLOGIES, INC. OLIVER TECHNOLOGIES, INC. 401K PLAN | HOHENWALD TN | 249 | $10.3M | $224K |
| 5 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 102 | $32.1M | $212K |
| 6 | INFRAGISTICS, INC. INFRAGISTICS, INC. 401(K) PROFIT SHARING PLAN | CRANBURY NJ | 54 | $15.2M | $211K |
| 7 | THE MENNONITE HOME TANDEM LIVING SAVINGS AND RETIREMENT PLAN | LANCASTER PA | 564 | $24.5M | $175K |
| 8 | GAP INTERNATIONAL, INC. GAP INTERNATIONAL, INC. PROFIT SHARING PLAN AND TRUST | SPRINGFIELD PA | 116 | $56.3M | $151K |
| 9 | BRANCH FINANCIAL, INC. BRANCH FINANCIAL 401(K) PLAN | PORTSMOUTH NH | 178 | $11.2M | $95K |
| 10 | DIRECTION HOME OF EASTERN OHIO, INC. AREA AGENCY ON AGING 11, INC. 401(K) PLAN | YOUNGSTOWN OH | 149 | $8.7M | $42K |
