Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding GM Western Asset Core Plus Bond IS Legg Mason 0 in their Schedule of Assets, totaling $14.3M 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 | CROSS SOUND FERRY & COMPANIES CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN | NEW LONDON CT | 278 | $40.3M | $9.0M |
| 2 | H & P TECHNOLOGIES, INC. H & P TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | WARREN MI | 169 | $21.4M | $2.5M |
| 3 | HENNESSY & ROACH P.C. |
CHICAGO IL |
| 168 |
| $26.7M |
| $1.1M |
| 4 | MORGAN FUEL & HEATING COMPANY, INC. MORGAN FUEL & HEATING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TR | WAPPINGER FALLS NY | 254 | $14.1M | $838K |
| 5 | FLORIDA COLLEGE, INC. FLORIDA COLLEGE, INC. RETIREMENT PLAN & TRUST | TEMPLE TERRACE FL | 199 | $8.9M | $580K |
| 6 | VAUGHN SILVERBERG & ASSOCIATES LLP VAUGHN, SILVERBERG & ASSOCIATES PS PLAN | AUSTIN TX | 80 | $15.1M | $277K |
