Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Pgim Total Return Bond Z Fund in their Schedule of Assets, totaling $34.3M 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 | SAMARITAN HEALTH SERVICES SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL | CORVALLIS OR | 6,427 | $703.3M | $10.9M |
| 2 | PORTS AMERICA SHARED SERVICES, INC THE SAVINGS AND GROWTH PLAN FOR PORTS AMERICA GROUP AND AFFILIATES | CHANDLER AZ | 1,493 | $274.9M | $7.9M |
| 3 | PORTS AMERICA |
CHANDLER AZ |
| 1,159 |
| $243.7M |
| $7.6M |
| 4 | KOOTENAI CLINIC, LLC KOOTENAI HEALTH 403(B) PLAN | COEUR D ALENE ID | 4,205 | $79.9M | $2.2M |
| 5 | TRUSTEES OF DEERFIELD ACADEMY TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | DEERFIELD MA | 405 | $156.5M | $2.0M |
| 6 | LANTECH.COM, LLC LANTECH 401(K) SAVINGS PLAN | LOUISVILLE KY | 529 | $62.8M | $2.0M |
| 7 | INFOVISTA CORPORATION INFOVISTA CORPORATION 401(K) RETIREMENT PLAN | ASHBURN VA | 150 | $62.4M | $933K |
| 8 | SERES THERAPEUTICS, INC. SERES THERAPEUTICS, INC. 401(K) PLAN | CAMBRIDGE MA | 106 | $39.1M | $744K |
