Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PGIM TOTAL RTN BD Z Mutual fund in their Schedule of Assets, totaling $6.6M 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 | ULTRAGENYX PHARMACEUTICAL INC. ULTRAGENYX PHARMACEUTICAL INC. 401(K) PLAN AND TRUST | NOVATO CA | 1,082 | $217.9M | $3.1M |
| 2 | KLARQUIST SPARKMAN, LLP KLARQUIST SPARKMAN, LLP 401(K) RETIREMENT PLAN | PORTLAND OR | 146 | $76.4M | $2.9M |
| 3 | NETWORK BUILDING & CONSULTING, LLC |
ELKRIDGE MD |
| 402 |
| $38.4M |
| $220K |
| 4 | DAVIDSON COLLEGE DAVIDSON COLLEGE RETIREMENT PLAN | DAVIDSON NC | 422 | $205.2M | $213K |
| 5 | LEVEL ACCESS, INC. LEVEL ACCESS, INC. 401(K) PLAN | ARLINGTON VA | 269 | $25.6M | $135K |
