Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 87 retirement plans report an interest in this investment, totaling $4.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Western Asset Core Bond Fund, Western Asset Core Bond, Western Asset Core Bond CIT. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF LOCAL 295 I.B.T. EMPLOYER GROUP PENSION TRUST FUND LOCAL 295 I.B.T. EMPLOYER GROUP PENSION TRUST FUND | NEW YORK NY | 1,522 | $615.2M | $56.6M |
| 2 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST CORE FIXED INCOME SELECT FUND | LAS VEGAS NV | — | $7.4M | $7.3M |
| 3 | SAGINAW PIPE COMPANY, INC. SAGINAW PIPE CO., INC. 401(K) PLAN | SAGINAW AL | 107 | $20.6M | $432K |
| 4 | MAGIC CITY MOTOR CORPORATION MAGIC CITY MOTOR CORPORATION EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN | ROANOKE VA | 168 | $10.0M | $424K |
| 5 | PARRISH & COMPANY, INC. PARRISH & COMPANY 401(K) PLAN | SAN ANTONIO TX | 128 | $11.5M | $383K |
| 6 | VALLEY CHROME PLATING, INC. VALLEY CHROME PLATING, INC. 401(K) PLAN | CLOVIS CA | 115 | $9.2M | $348K |
| 7 | RF INDUSTRIES, LTD. RF INDUSTRIES, LTD. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 301 | $16.8M | $336K |
| 8 | J.W. JUNG SEED COMPANY J.W. JUNG SEED COMPANY 401(K) PROFIT SHARING PLAN | RANDOLPH WI | 96 | $6.9M | $281K |
| 9 | WENDCENTRAL CORP. WENDPARTNERS 401K PLAN | CORTLAND NY | 882 | $14.3M | $230K |
| 10 | SYSTEM SOFT TECHNOLOGIES, LLC SYSTEM SOFT TECHNOLOGIES, LLC 401(K) PLAN | TAMPA FL | 441 | $11.1M | $160K |
