Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 62 retirement plans report an interest in this investment, totaling $36.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Western Asset Core Plus Bond, Western Asset Core Plus Bond Fund, Western Asset Core Plus Bond I, Western Asset Core Plus Bond A, Western Asset Core Plus Bond CL R1. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PETER KIEWIT SONS, INC. PETER KIEWIT SONS, INC. RETIREMENT SAVINGS PLAN | OMAHA NE | 22,958 | $2.8B | $114.1M |
| 2 | DAWN FOODS, INC. DAWN FOODS RETIREMENT SAVINGS PLAN | JACKSON MI | 1,589 | $224.8M | $18.2M |
| 3 | BMW OF NORTH AMERICA, LLC BMW SAVINGS PLAN | WOODCLIFF LAKE NJ | 12,867 | $2.3B | $13.5M |
| 4 | ARCHER & GREINER, P.C. ARCHER & GREINER, P.C. CASH OR DEFERRED PROFIT SHARING PLAN | VOORHEES NJ | 304 | $199.4M | $8.7M |
| 5 | THE BURKE GROUP, LTD. THE BURKE GROUP 401(K) PROFIT SHARING PLAN | ROSEMONT IL | 466 | $138.1M | $3.2M |
| 6 | JEFFERSON HOMEBUILDERS, INC. JEFFERSON HOMEBUILDERS, INC. EMPLOYEES' PROFIT SHARING PLAN | CULPEPER VA | 457 | $52.8M | $2.5M |
| 7 | YSTA SERVICES, INC. YSTA SERVICES, INC. 401(K) PLAN | FORT WORTH TX | 82 | — | $799K |
| 8 | DRESSMAN, BENZINGER & LAVELLE, P.S.C. DRESSMAN, BENZINGER & LAVELLE, P.S.C. 401(K) PROFIT SHARING PLAN | COVINGTON KY | 95 | $27.1M | $510K |
| 9 | ECHO MAINTENANCE, LLC ECHO MAINTENANCE 401(K) PLAN | PORT ARTHUR TX | 1,302 | $32.8M | $238K |
| 10 | SERVI-TECH, INC. SERVI-TECH EMPLOYEES' RETIREMENT PLAN | DODGE CITY KS | 171 | $29.1M | $164K |
