Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Pgim Total Rtn Bd R6 Mutual fund - in their Schedule of Assets, totaling $68.6M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $23.7M |
| 2 | ULTRA ELECTRONICS INC. ULTRA ELECTRONICS INC. 401(K) PLAN | BRAINTREE MA | 1,813 | $296.7M | $12.4M |
| 3 | MONUMENTAL SPORTS & ENTERTAINMENT MONUMENTAL SPORTS & ENTERTAINMENT 401(K) SAVINGS PLAN |
WASHINGTON DC |
| 868 |
| $99.2M |
| $6.8M |
| 4 | CROSS COUNTRY HEALTHCARE CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN | BOCA RATON FL | 19,422 | $218.3M | $5.2M |
| 5 | TEXAS CAPITAL BANCSHARES, INC. TEXAS CAPITAL 401(K) PLAN | DALLAS TX | 1,830 | $296.9M | $4.9M |
| 6 | SOJITZ CORPORATION OF AMERICA SOJITZ GROUP 401(K) PLAN | NEW YORK NY | 360 | $96.2M | $3.2M |
| 7 | SONICWALL, INC. SONICWALL, INC. 401(K) PLAN | MILPITAS CA | 529 | $140.0M | $2.1M |
| 8 | MIMEDX GROUP, INC. MIMEDX GROUP, INC. 401(K) PLAN | MARIETTA GA | 842 | $86.2M | $1.7M |
| 9 | REMCO, INC. REMCO, INC. EMPLOYEES 401(K) PLAN | MECHANICSBURG PA | 837 | $45.4M | $1.7M |
| 10 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 802 | $185.5M | $1.6M |
