Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Pgim Total Return Bond Fund R6 Registered Investment Company in their Schedule of Assets, totaling $10.6M 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 | VALTIR, LLC VALTIR 401(K) PLAN | ADDISON TX | 638 | $68.2M | $1.5M |
| 2 | CRANE WORLDWIDE LOGISTICS, LLC CRANE COMPANIES 401K PLAN | HOUSTON TX | 1,693 | $79.6M | $1.5M |
| 3 | DELTA MARINE INDUSTRIES, INCORPORATED DELTA MARINE INDUSTRIES, INCORPORATED EMPLOYEES' RETIREMENT PLAN |
SEATTLE WA |
| 258 |
| $37.7M |
| $1.2M |
| 4 | VIRGINIA EAGLE DISTRIBUTING CO., LLC VIRGINIA EAGLE DISTRIBUTING 401(K) PLAN | VERONA VA | 403 | $33.9M | $1.1M |
| 5 | METRIE INC. METRIE 401(K) RETIREMENT SAVINGS PLAN | BLAINE WA | 1,244 | $84.9M | $1.1M |
| 6 | CALIFORNIA NURSES ASSOCIATION CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN | OAKLAND CA | 400 | $30.3M | $788K |
| 7 | BANKERS BANK BANKERS' BANK 401(K) PLAN | MADISON WI | 133 | $35.4M | $728K |
| 8 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN | INDIANAPOLIS IN | 286 | $52.2M | $715K |
| 9 | IVEK CORPORATION IVEK CORPORATION 401(K) PLAN | N. SPRINGFIELD VT | 94 | $15.9M | $485K |
| 10 | JACKSON MARKETING GROUP, INC. JACKSON MARKETING GROUP, INC. 401K PROFIT SHARING | SIMPSONVILLE SC | 81 | $9.3M | $325K |
