Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding PGIM Total Return Bond R6 Registered investment company in their Schedule of Assets, totaling $49.6M 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 | COTIVITI INTERMEDIATE HOLDING CORP. COTIVITI SAVINGS PLAN | SOUTH JORDAN UT | 4,946 | $448.3M | $8.6M |
| 2 | HAJOCA CORPORATION HAJOCA CORPORATION EMPLOYEES 401(K) PLAN | LAFAYETTE HILL PA | 6,206 | $352.3M | $8.3M |
| 3 | FOSTER, SWIFT, COLLINS & SMITH, P.C. FOSTER, SWIFT, COLLINS & SMITH, P.C. EMPLOYEE PROFIT SHARING PLAN |
LANSING MI |
| 203 |
| $82.7M |
| $5.3M |
| 4 | ZILLOW GROUP, INC. ZILLOW GROUP 401(K) PLAN | SEATTLE WA | 6,441 | $849.8M | $4.5M |
| 5 | THE OREGON CLINIC, P.C. THE OREGON CLINIC, P.C. RETIREMENT PLAN | PORTLAND OR | 1,334 | $360.0M | $3.8M |
| 6 | METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE NC | 220 | $60.0M | $2.2M |
| 7 | AIR TREATMENT CORPORATION AIR TREATMENT 401(K) PLAN | BREA CA | 254 | $33.3M | $1.6M |
| 8 | FXI, INC. FXI 401(K) PLAN | RADNOR PA | 2,138 | $78.4M | $1.6M |
| 9 | M&C HOTEL INTERESTS, INC. MILLENNIUM 401(K) PLAN | DENVER CO | 420 | $50.9M | $1.6M |
| 10 | THE UNIVERSITY OF PUGET SOUND UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN | TACOMA WA | 923 | $354.1M | $1.5M |
