Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Franklin Templeton Western Asset Core Bond Fund in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. MONEY PURCHASE PENSION PLAN | JEWETT CITY CT | 104 | $12.0M | $1.5M |
| 2 | THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. EMPLOYEE CONTRIBUTION PLAN | JEWETT CITY CT | 329 | $11.0M | $1.4M |
| 3 |
ALISO VIEJO CA |
| 937 |
| $12.7M |
| $1.1M |
| 4 | TRAVEL STORE, INC. TRAVEL STORE, INC. 401(K) PLAN | LOS ANGELES CA | 87 | $16.3M | $208K |
| 5 | CMA/FLODYNE/HYDRADYNE, INC. CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN | BROOKFIELD WI | 146 | $37.8M | $71K |
| 6 | BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT SHEET METAL, AIR, RAIL, & TRANSPORTATION ASSOCIATION LOCAL UNION NO. 33 YOUNGSTOWN DISTRICT ANNUITY PLAN | CANFIELD OH | 503 | $39.5M | $41K |
| 7 | CRESA PARTNERS BOSTON INC CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 95 | $39.9M | $9K |
| 8 | AIR CONTROL CONCEPTS PARENT, LLC AIR CONCEPTS SERVICES LLC 401(K) RETIREMENT PLAN | NORFOLK VA | 1,261 | $7.8M | $5K |
