Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 164 U.S. retirement plans report holding Pgim Total Return Bond Fund in their Schedule of Assets, totaling $461.5M 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 | ALLINA HEALTH SYSTEM ALLINA 403(B) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 7,491 | $902.5M | $113.4M |
| 2 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $53.9M |
| 3 | LIVE NATION ENTERTAINMENT, INC. |
BEVERLY HILLS CA |
| 10,560 |
| $1.0B |
| $31.6M |
| 4 | INSURANCE SERVICES OFFICE, INC. ISO 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | JERSEY CITY NJ | 4,533 | $2.3B | $31.2M |
| 5 | NELES-JAMESBURY, INC. RETIREMENT PLAN FOR ELIGIBLE EMPLOYEES OF NELES-JAMESBURY, INC. AND AFFILIATES | SHREWSBURY MA | 49 | $66.9M | $21.6M |
| 6 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN | 3,289 | $406.0M | $17.3M |
| 7 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN | 3,312 | $385.7M | $15.9M |
| 8 | DATASCOPE CORP. GETINGE GROUP 401(K) RETIREMENT PLAN | WAYNE NJ | 2,602 | $642.8M | $11.1M |
| 9 | ANDERSON MERCHANDISERS, LLC ANDERSON MERCHANDISERS EMPLOYEE 401(K) PROFIT SHARING PLAN | PLANO TX | 2,442 | $108.9M | $8.4M |
| 10 | MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN | ELIZABETHTOWN PA | 2,335 | $165.0M | $8.0M |
