Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding PGIM Total Return Bond – A in their Schedule of Assets, totaling $12.7M 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 | SULLIVAN INVESTMENT CO., INC. SULLIVAN COMPANIES RETIREMENT TRUST | NORWELL MA | 1,331 | $102.9M | $2.6M |
| 2 | LADAS & PARRY LADAS & PARRY LLP 401(K) SAVINGS PLAN | NEW YORK NY | 91 | $33.2M | $1.9M |
| 3 | SPEND LIFE WISELY COMPANY, INC. SPEND LIFE WISELY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) FEATURES |
DURANT OK |
| 1,858 |
| $363.2M |
| $1.7M |
| 4 | BREHOB CORPORATION BREHOB CORPORATION EMPLOYEES PROFIT SHARING & SAVINGS PLAN & TRUST | INDIANAPOLIS IN | 123 | $13.7M | $1.2M |
| 5 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 0 | $40.0M | $773K |
| 6 | ERLAND CONSTRUCTION, INC. ERLAND CONSTRUCTION, INC. 401(K) PLAN | BURLINGTON MA | 84 | $29.9M | $729K |
| 7 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN | NAPLES FL | 104 | $16.4M | $706K |
| 8 | CARNEY MANAGEMENT COMPANY, INC. BERNARDI AUTO GROUP RETIREMENT PLAN | FRAMINGHAM MA | 329 | $27.0M | $705K |
| 9 | TAHER, INC. TAHER, INC. 401(K) PLAN | MINNETONKA MN | 1,800 | $15.0M | $640K |
| 10 | FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN | COLORADO SPRINGS CO | 678 | $75.0M | $473K |
