Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PGIM PGIM Total Return Bond Fund; Class Z in their Schedule of Assets, totaling $10.9M 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 | ADTRAN, INC ADTRAN, INC. 401(K) RETIREMENT PLAN | HUNTSVILLE AL | 847 | $391.5M | $6.8M |
| 2 | LUMBERMENS MERCHANDISING CORPORATION LUMBERMENS MERCHANDISING CORPORATION SAVINGS AND RETIREMENT PLAN | WAYNE PA | 212 | $99.1M | $2.4M |
| 3 | QUIDEL CORPORATION QUIDEL SAVINGS AND RETIREMENT PLAN |
SAN DIEGO CA |
| 1,680 |
| $125.9M |
| $1.1M |
| 4 | TIRECO, INC. TIRECO, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 748 | $45.5M | $270K |
| 5 | UNIVERSITY AT BUFFALO SURGEONS, INC UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLAN | BUFFALO NY | 125 | $32.6M | $241K |
| 6 | UB FAMILY MEDICINE INC UB FAMILY MEDICINE INC 401(K) PROFIT SHARING PLAN AND TRUST | BUFFALO NY | 147 | $22.0M | $133K |
| 7 | PLUS RELOCATION SERVICES, LLC PLUS RELOCATION SERVICES, LLC 401K RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 75 | $11.6M | $89K |