Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Legg Mason Legg Mason Western Asset Core Plus Bond Portfolio in their Schedule of Assets, totaling $8.6M 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 | VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC VOLVO INVESTMENT PLAN | SHIPPENSBURG PA | 1,004 | $230.1M | $4.8M |
| 2 | VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC VOLVO INVESTMENT PLAN | SHIPPENSBURG PA | 946 | $254.7M | $3.8M |
