Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding PGIM Total Return Bond Z Registered investment company in their Schedule of Assets, totaling $6.0M 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 | SUMMIT ORTHOPEDICS, LTD. SUMMIT ORTHOPEDICS, LTD. 401(K) PROFIT SHARING PLAN | WOODBURY MN | 1,176 | $153.3M | $1.7M |
| 2 | GREEN DIAMOND RESOURCE COMPANY GREEN DIAMOND SAVINGS PLAN | SEATTLE WA | 378 | $114.9M | $1.7M |
| 3 | ICOM AMERICA, INC. ICOM AMERICA, INC. PROFIT SHARING AND 401(K) PLAN AND TRUST |
KIRKLAND WA |
| 92 |
| $17.8M |
| $667K |
| 4 | HARBOR FOODS GROUP INC. HARBOR FOODS GROUP INC. 401(K) PLAN | LACEY WA | 981 | $77.0M | $602K |
| 5 | TREEHOUSE TREEHOUSE 403(B) RETIREMENT PLAN | SEATTLE WA | 178 | $9.1M | $520K |
| 6 | AUSGAR TECHNOLOGIES, INC. AUSGAR TECHNOLOGIES,INC. 401K PROFIT SHARING PLAN | SAN DIEGO CA | 129 | $22.0M | $509K |
| 7 | COMPREHENSIVE HEALTHCARE COMPREHENSIVE HEALTHCARE 403(B) PLAN | YAKIMA WA | 729 | $17.9M | $103K |
| 8 | COMPREHENSIVE HEALTHCARE COMPREHENSIVE HEALTHCARE EMPLOYEE PENSION BENEFIT PLAN | YAKIMA WA | 585 | $25.7M | $91K |
| 9 | TITAN PRODUCTION EQUIPMENT, LLC TITAN PRODUCTION EQUIPMENT 401(K) SAVINGS PLAN | THE WOODLANDS TX | 202 | $12.5M | $2K |
