Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Prudential Total Return Bond Fund R6 in their Schedule of Assets, totaling $3.7M 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 | BROOKWOOD COMPANIES INCORPORATED BROOKWOOD COMPANIES INC. TAX FAVORED SAVINGS PLAN | NEW YORK NY | 208 | $40.0M | $2.7M |
| 2 | CAPIN CROUSE LLP CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN | INDIANAPOLIS IN | 216 | $26.2M | $428K |
| 3 | BERKELEY PREPARATORY SCHOOL, INC. |
TAMPA FL |
| 368 |
| $53.3M |
| $402K |
| 4 | SMA AMERICA HOLDINGS, LLC. SMA AMERICA 401(K) PLAN | ROCKLIN CA | 278 | $27.2M | $133K |
| 5 | RENEWABLE ENERGY SYSTEMS AMERICAS INC. RENEWABLE ENERGY SYSTEMS AMERICAS INC. 401(K) PLAN | DENVER CO | 1,300 | $85.3M | $33K |
