Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 44 retirement plans report an interest in this investment, totaling $434.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 10 name variants: Western Asset Core Plus Bond CIT, Western Asset Core Plus Bond CIF, Western Asset Core Plus Bond Fund C, Western Asset Core Plus Bond, Western Asset Core Plus Bond CL R2, Western Asset Core Plus Bond CIT C, Western Asset Core Plus Bond I, Western Asset Core Plus Bond; CIT, +2 more. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AON TRUST COMPANY LLC AON CORE PLUS BOND FUND | LINCOLNSHIRE IL | — | $601.5M | $119.7M |
| 2 | PETER KIEWIT SONS, INC. PETER KIEWIT SONS, INC. RETIREMENT SAVINGS PLAN | OMAHA NE | 22,958 | $2.8B | $114.1M |
| 3 | S&P GLOBAL, INC. S&P GLOBAL INC. SAVINGS PLAN COLLECTIVE INVESTMENT TRUST | NEW YORK NY | — | $5.6B | $86.9M |
| 4 | AIR PRODUCTS & CHEMICALS, INC. AIR PRODUCTS & CHEMICALS, INC. RETIREMENT SAVINGS PLAN | ALLENTOWN PA | 6,914 | $2.7B | $45.0M |
| 5 | CENCORA, INC. CENCORA EMPLOYEE INVESTMENT PLAN | CONSHOHOCKEN PA | 16,073 | $2.1B | $25.3M |
| 6 | DAWN FOODS, INC. DAWN FOODS RETIREMENT SAVINGS PLAN | JACKSON MI | 1,589 | $224.8M | $18.2M |
| 7 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST CORE PLUS FIXED INCOME SELECT FUND | LAS VEGAS NV | — | $14.1M | $14.0M |
| 8 | BMW OF NORTH AMERICA, LLC BMW SAVINGS PLAN | WOODCLIFF LAKE NJ | 12,867 | $2.3B | $13.5M |
| 9 | ARCHER & GREINER, P.C. ARCHER & GREINER, P.C. CASH OR DEFERRED PROFIT SHARING PLAN | VOORHEES NJ | 304 | $199.4M | $8.7M |
| 10 | METTLER-TOLEDO, LLC METTLER-TOLEDO, LLC ENHANCED RETIREMENT SAVINGS PLAN | COLUMBUS OH | 3,411 | $793.2M | $7.9M |
