Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Prudential Total Return Bond in their Schedule of Assets, totaling $10.2M 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 | LA SALLE UNIVERSITY LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN | PHILADELPHIA PA | 1,177 | $228.8M | $2.6M |
| 2 | NAVAJO TRANSITIONAL ENERGY COMPANY, LLC NTEC 401(K) PLAN II | BROOMFIELD CO | 1,050 | $209.6M | $1.8M |
| 3 | MEDICAL CLINIC OF HOUSTON, LLP |
HOUSTON TX |
| 222 |
| $64.6M |
| $1.5M |
| 4 | NATIONAL OPINION RESEARCH CENTER NORC, INC. SUPPLEMENTAL RETIREMENT PLAN | CHICAGO IL | 2,500 | $175.0M | $1.2M |
| 5 | NATIONAL OPINION RESEARCH CENTER NORC, INC. RETIREMENT PLAN | CHICAGO IL | 3,263 | $246.8M | $993K |
| 6 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $832K |
| 7 | CASSIA CASSIA 403(B) RETIREMENT PLAN | EDINA MN | 4,852 | $128.2M | $618K |
| 8 | PILATUS BUSINESS AIRCRAFT, LTD PILATUS BUSINESS AIRCRAFT, LTD 401(K) PLAN | BROOMFIELD CO | 354 | $31.4M | $296K |
| 9 | STANDARD INTERNATIONAL, LLC STANDARD INTERNATIONAL, LLC 401(K) | NEW YORK NY | 556 | $13.4M | $199K |
| 10 | WMOG, INC. THE MOSSER GROUP EMPLOYEE SAVINGS PLAN AND TRUST | FREMONT OH | 122 | $19.4M | $140K |
