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 Fund; Class Z Mutual Funds in their Schedule of Assets, totaling $4.2M 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 | ENGEO INCORPORATED ENGEO INCORPORATED 401(K) PLAN | SAN RAMON CA | 234 | $77.8M | $2.2M |
| 2 | THE WILDERNESS SOCIETY THE WILDERNESS SOCIETY 403(B) PLAN | WASHINGTON DC | 140 | $25.7M | $1.0M |
| 3 | THE WILDERNESS SOCIETY THE WILDERNESS SOCIETY 401(A) RETIREMENT PLAN |
WASHINGTON DC |
| 135 |
| $18.8M |
| $909K |