Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Core Plus Bond Registered Investment Company in their Schedule of Assets, totaling $48K 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 | SYMPLICITY CORPORATION SYMPLICITY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ARLINGTON VA | 138 | $18.2M | $33K |
| 2 | ASPIRE OF WESTERN NEW YORK, INC. ASPIRE EMPLOYEES' RETIREMENT PLAN | GETZVILLE NY | 1,539 | $38.2M | $15K |
