Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Legg Mason Western Asset Core Plus Bond Fund ** $ in their Schedule of Assets, totaling $33.2M 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 GROUP NORTH AMERICA, LLC VOLVO GROUP NORTH AMERICA VOLUNTARY INVESTMENT PRETAX PLAN | GREENSBORO NC | 6,120 | $1.5B | $28.0M |
| 2 | MACK TRUCKS, INC. MACK UAW 401(K) PLAN | GREENSBORO NC | 4,262 | $220.3M | $3.3M |
| 3 | VOLVO GROUP NORTH AMERICA, LLC VOLUNTARY INVESTMENT PRETAX PLAN FOR THE VOLVO GROUP NORTH AMERICA UNION EMPLOYEES |
GREENSBORO NC |
| 3,253 |
| $150.6M |
| $1.9M |
| 4 | GP&C OPERATIONS LLC. GP&C OPERATIONS LLC. 401K RETIREMENT PLAN | GARDNER MA | 244 | $7.5M | $6K |
| 5 | GP&C OPERATIONS LLC. GP&C OPERATIONS LLC. 401K RETIREMENT PLAN | GARDNER MA | 248 | $10.8M | $4K |
