Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PGIM Total Return Mutual fund in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SEQUOIA ONE PEO, LLC SEQUOIA ONE 401(K) PLAN | TEMPE AZ | 32,912 | $1.4B | $5.0M |
| 2 | CODAC HEALTH, RECOVERY & WELLNESS, INC. CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN | TUCSON AZ | 272 | $11.0M | $210K |
| 3 | PRIMARY PEDIATRICS, P.C. PRIMARY PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN |
MACON GA |
| 117 |
| $12.4M |
| $28K |
