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 Registered investment company in their Schedule of Assets, totaling $72.3M 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 | STANFORD HEALTH CARE STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN | STANFORD CA | 25,626 | $6.9B | $50.2M |
| 2 | PROLIANCE SURGEONS, INC., P.S. PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 1,982 | $516.8M | $19.9M |
| 3 | R.A JONES & CO. INC. |
COVINGTON KY |
| 59 |
| $12.6M |
| $760K |
| 4 | R.A JONES & CO. INC. PACKAGING TECHNOLOGIES PENSION PLAN FOR HOURLY EMPLOYEES | DAVENPORT IA | 18 | $8.9M | $630K |
| 5 | AMERICAN PHOENIX, INC. AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN | EAU CLAIRE WI | 308 | $7.6M | $274K |
| 6 | AMPERE COMPUTING EMPLOYER LLC AMPERE COMPUTING 401(K) PLAN | SANTA CLARA CA | 756 | $61.0M | $172K |
| 7 | EICHELBERGER CONSTRUCTION, INC. ECIGROUP FRINGE BENEFIT PLAN | DILLSBURG PA | 223 | $29.9M | $150K |
| 8 | CUTERA, INC. CUTERA, INC. 401(K) PLAN | BRISBANE CA | 297 | $34.9M | $131K |
| 9 | MISSION NEIGHBORHOOD HEALTH CENTER MISSION NEIGHBORHOOD HEALTH CENTER 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 210 | $7.4M | $94K |
| 10 | DAY 1 ACADEMIES DAY 1 ACADEMIES 401(K) PLAN | MERCER ISLAND WA | 628 | $14.3M | $11K |
