Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pgim Total Return Bond R6 Pooled Separate Account in their Schedule of Assets, totaling $1.1M 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 | UNITED BANKERS BANCORPORATION, INC. UNITED BANKERS' BANCORPORATION, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 128 | $28.4M | $965K |
| 2 | VORTEX COMPANIES, LLC VORTEX COMPANIES, LLC 401(K) PLAN | HOUSTON TX | 825 | $15.5M | $118K |
| 3 | CAERUS CORP CAERUS CORP 401(K) PLAN |
BLAINE MN |
| 145 |
| $1.8M |
| $16K |