Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Pgim Total Return Bond Mutual fund in their Schedule of Assets, totaling $47.5M 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 | CARGOTEC HOLDING, INC. CARGOTEC HOLDING, INC. 401(K) PLAN | PERRYSBURG OH | 988 | $77.3M | $6.0M |
| 2 | BOYD CORPORATION, INC. BOYD CORPORATION 401(K) PLAN | PLEASANTON CA | 841 | $92.3M | $5.1M |
| 3 | SOUTHERN RESEARCH INSTITUTE SOUTHERN RESEARCH INSTITUTE 401(K) PLAN |
BIRMINGHAM AL |
| 212 |
| $96.6M |
| $4.2M |
| 4 | WESTERN WASHINGTON MEDICAL GROUP, INC., P.S. WESTERN WASHINGTON MEDICAL GROUP 401(K) RETIREMENT PLAN AND TRUST | EVERETT WA | 349 | $106.0M | $4.2M |
| 5 | GM NAMEPLATE, INC. GM NAMEPLATE, INC. PROFIT SHARING 401(K) PLAN | BOCA RATON FL | 522 | $47.9M | $3.0M |
| 6 | WASHINGTON ATHLETIC CLUB WASHINGTON ATHLETIC CLUB EMPLOYEES RETIREMENT PLAN | SEATTLE WA | 29 | $14.3M | $2.8M |
| 7 | PAC WORLDWIDE CORPORATION PAC WORLDWIDE CORPORATION 401(K) PROFIT SHARING PLAN | REDMOND WA | 986 | $37.4M | $2.6M |
| 8 | BOYD CORPORATION INC. (WOBURN, INC.) BOYD CORPORATION INC. (WOBURN INC.) 401(K) PLAN | WOBURN MA | 265 | $37.7M | $2.3M |
| 9 | SMART CITY TELECOMMUNICATIONS LLC SMART CITY TELECOMMUNICATIONS LLC 401(K) PLAN | LAKE BUENA VISTA FL | 361 | $34.4M | $1.7M |
| 10 | MIZE CPAS INC. MIZE CPAS INC. 401(K) PLAN | TOPEKA KS | 307 | $36.4M | $1.6M |
