Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Pgim Total Return Bond R6 Mutual Funds in their Schedule of Assets, totaling $22.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AVE-PLP, LLC AVE-PLP, LLC 401(K) PLAN | PACIFIC JUNCTION IA | 990 | $93.6M | $4.1M |
| 2 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | OLDSMAR FL | 2,810 | $233.4M | $3.8M |
| 3 | CARESTREAM HEALTH, INC. CARESTREAM HEALTH, INC. RETIREMENT SAVINGS PLAN |
ROCHESTER NY |
| 1,004 |
| $406.2M |
| $3.6M |
| 4 | THE HOTCHKISS SCHOOL THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN | LAKEVILLE CT | 386 | $183.9M | $2.7M |
| 5 | CENTREVILLE SAVINGS BANK CENTREVILLE SAVINGS BANK 401(K) PLAN | WEST WARWICK RI | 248 | $31.9M | $1.5M |
| 6 | OREGON INTERNATIONAL AIR FREIGHT CO. OIA RETIREMENT AND SAVINGS PLAN | PORTLAND OR | 408 | $47.5M | $1.1M |
| 7 | PRIDE CAPITAL PARTNERS, LLC PRIDE CAPITAL PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 4,743 | $40.9M | $818K |
| 8 | ZIFFREN BRITTENHAM LLP ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 64 | $68.3M | $660K |
| 9 | MATRIXX SOFTWARE INC. MATRIXX SOFTWARE 401(K) PLAN | FOSTER CITY CA | 89 | $16.2M | $473K |
| 10 | SOCIETY HILL ANESTHESIA, P.C. SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) PLAN | PHILADELPHIA PA | 173 | $102.7M | $424K |
