Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PGIM Total Return Bond BD R6 Mutual Fund in their Schedule of Assets, totaling $7.9M 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 | SUNLIGHT PEAK, LLLP DBA SAK LLC SAK 401(K) PLAN | OFALLON MO | 619 | $40.1M | $4.4M |
| 2 | SAK CONSTRUCTION, LLC SAK CONSTRUCTION, LLC AND SUBSIDIARIES 401(K) PLAN | OFALLON MO | 485 | $25.5M | $2.9M |
| 3 | TERRA-GEN, LLC TERRA-GEN, LLC 401(K) PLAN |
NEW YORK NY |
| 379 |
| $68.6M |
| $581K |