Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PGIM Total Return Bond Fund Mutual funds in their Schedule of Assets, totaling $27.7M 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 | HAWAII LABORERS' ANNUITY FUND HAWAII LABORERS' ANNUITY FUND | HONOLULU HI | 3,391 | $302.4M | $19.1M |
| 2 | HAWAII LABORERS' HEALTH & WELFARE FUND HAWAII LABORERS' HEALTH & WELFARE FUND | HONOLULU HI | 2,523 | $137.9M | $2.8M |
| 3 | FAMILY HEALTH CENTERS OF SAN DIEGO |
SAN DIEGO CA |
| 2,546 |
| $174.8M |
| $2.4M |
| 4 | EXOS EXOS RETIREMENT PLAN | PHOENIX AZ | 2,351 | $49.5M | $1.2M |
| 5 | INVERIS TRAINING SOLUTIONS, INC. INVERIS TRAINING SOLUTIONS, INC. 401(K) PLAN | SUWANEE GA | 219 | $49.7M | $893K |
| 6 | CBT NUGGETS, LLC CBT NUGGETS 401(K) PLAN | EUGENE OR | 77 | $15.5M | $498K |
| 7 | MASON, BRUCE & GIRARD, INC. MASON, BRUCE & GIRARD, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | PORTLAND OR | 77 | $10.2M | $475K |
| 8 | DOREL JUVENILE GROUP, INC. THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS PLAN FOR COLUMBUS BARGAINING UNIT EMPLOYEES | COLUMBUS IN | 339 | $14.3M | $296K |
| 9 | ZINUS, INC. ZINUS, INC. 401(K) PLAN | TRACY CA | 128 | $7.2M | $5K |
| 10 | KRUSE WESTERN HOLDINGS, LLC KRUSE WESTERN HOLDINGS, LLC 401(K) AND PROFIT SHARING PLAN | GOSHEN CA | 82 | $13.9M | $1K |
