Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PGIM TOTAL RTN BD Z in their Schedule of Assets, totaling $3.5M 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 | NEW PRIME, INC. PRIME, INC. SUCCESS SHARING PLAN | SPRINGFIELD MO | 3,044 | $212.1M | $1.8M |
| 2 | HUNT VALLEY HOLDINGS LLC FUNDAMENTAL RETIREMENT SAVINGS PLAN | SPARKS MD | 8,516 | $122.5M | $1.4M |
| 3 | DAVIDSON COLLEGE DAVIDSON COLLEGE TAX-DEFERRED ANNUITY PLAN |
DAVIDSON NC |
| — |
| $139.6M |
| $243K |
