Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding PGIM Total Return Bond - in their Schedule of Assets, totaling $55.7M 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 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $5.8M |
| 2 | IBEW 143 BENEFIT FUNDS - PENSION FUND 143 IBEW BENEFIT FUNDS - PENSION FUND | HARRISBURG PA | 354 | $74.9M | $5.7M |
| 3 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM 403(B) PLAN |
ST. CLOUD MN |
| 7,783 |
| $866.6M |
| $5.2M |
| 4 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. 403(B) SAVINGS PLAN | WASHINGTON DC | 1,557 | $298.8M | $4.9M |
| 5 | BOARD OF TRUSTEES OF CENTRAL TEXAS HEALTH AND BENEFIT FUND CENTRAL TEXAS HEALTH AND BENEFIT PLAN | ALBUQUERQUE NM | 4,850 | $39.0M | $3.0M |
| 6 | THERMOFORMING TECHNOLOGY GROUP LLC BROWN MACHINE GROUP 401(K) PLAN | BEAVERTON MI | 252 | $43.7M | $2.9M |
| 7 | BLUE FEDERAL CREDIT UNION BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN | CHEYENNE WY | 372 | $28.5M | $2.9M |
| 8 | RECON MANAGEMENT SERVICES INC. RECON 401K PLAN | SULPHUR LA | 680 | $60.7M | $2.9M |
| 9 | VIEWPOINT EDUCATIONAL FOUNDATION VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN | CALABASAS CA | 278 | $75.1M | $2.7M |
| 10 | PLUMBERS & STEAMFITTERS LOCAL 146 PENSION PLAN PLUMBERS & STEAMFITTERS LOCAL 146 PENSION PLAN | HOUSTON TX | 289 | $48.3M | $2.6M |
