Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Templeton Investments Western Asset Core Plus Bond IS in their Schedule of Assets, totaling $465K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | G & W EQUIPMENT, INC. G & W EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLOTTE NC | 305 | $25.9M | $461K |
| 2 | SOUTHEAST MECHANICAL SOUTHEAST MECHANICAL CONTRACTORS 401(K) PLAN | HOLLYWOOD FL | 176 | $7.0M | $4K |
