Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Legg Mason Western Asset Core Bond IS Fund N/A in their Schedule of Assets, totaling $48K 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 | LEONARD MANAGEMENT LEONARD MANAGEMENT 401(K) PLAN | ELKHORN NE | 701 | $4.3M | $48K |
