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 Ultra-Short Income Fund in their Schedule of Assets, totaling $1.1M 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 | HAUMILLER ENGINEERING COMPANY HAUMILLER ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | SOUTH ELGIN IL | 198 | $29.7M | $641K |
| 2 | HAUMILLER ENGINEERING COMPANY HAUMILLER ENGINEERING COMPANY MONEY PURCHASE PENSION PLAN | SOUTH ELGIN IL | 198 | $19.1M | $451K |
