Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding PGIM Pgim Ttl Rtn Bd R6 in their Schedule of Assets, totaling $4.3M 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 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $2.5M |
| 2 | THE CHARTWELL LAW OFFICES, L.L.P. CHARTWELL LAW OFFICES, L.L.P. 401(K) PROFIT SHARING PLAN | KING OF PRUSSIA PA | 502 | $52.1M | $930K |
| 3 | PAUL MILLER, INC. |
PARSIPPANY NJ |
| 655 |
| $44.5M |
| $315K |
| 4 | SOC LLC CREWS AUTO GROUP 401(K) PLAN | CHARLESTON SC | 145 | $8.5M | $216K |
| 5 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE NJ | 592 | $57.1M | $146K |
| 6 | 741 EIGHTH AVENUE OWNERS LLC 741 EIGHTH AVE 401(K) PLAN | NEW YORK NY | 253 | $3.2M | $71K |
| 7 | GOODWILL INDUSTRIES OF MIDDLE GEORGIA GOODWILL INDUSTRIES OF MIDDLE GA 401(K) P/S PLAN | MACON GA | 1,291 | $7.5M | $50K |
| 8 | PORTACOOL, LLC PORTACOOL, LLC 401(K) PLAN | CENTER TX | 320 | $8.2M | $29K |
