Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 307 U.S. retirement plans report holding Pgim Total Return Bond R6 " in their Schedule of Assets, totaling $265.9M 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 | ZIEGLER INC. ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 2,424 | $387.1M | $21.8M |
| 2 | NELSON MULLINS RILEY & SCARBOROUGH LLP NELSON MULLINS RETIREMENT PLAN | COLUMBIA SC | 1,831 | $678.9M | $20.0M |
| 3 | HORIBA INSTRUMENTS INCORPORATED HORIBA INSTRUMENTS INCORPORATED 401(K) PLAN |
IRVINE CA |
| 865 |
| $190.1M |
| $16.2M |
| 4 | TRINITY INDUSTRIES, INC. TRINITY INDUSTRIES, INC. 401(K) PLAN AS RESTATED EFFECTIVE AUGUST 1, 2020 | DALLAS TX | 2,890 | $385.9M | $10.5M |
| 5 | OKLAHOMA FARM BUREAU MUTUAL INSURANCE CO OKLAHOMA FARM BUREAU PENSION PLAN | OKLAHOMA CITY OK | 96 | $67.2M | $8.7M |
| 6 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 253 | $145.3M | $6.6M |
| 7 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 280 | $126.5M | $6.4M |
| 8 | TKC HOLDINGS, INC. TKC HOLDINGS, INC. RETIREMENT PLAN | ST. LOUIS MO | 4,897 | $281.9M | $6.3M |
| 9 | STELLA-JONES CORPORATION STELLA-JONES CORPORATION RETIREMENT PLAN | PITTSBURGH PA | 2,247 | $138.2M | $5.3M |
| 10 | TRUSTEES OF DARTMOUTH COLLEGE 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN FOR DARTMOUTH COLLEGE FACULTY AND STAFF | HANOVER NH | 52 | $356.0M | $5.0M |
