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 Western Asset Core Bond IS Fund - JP Morgan JPMorgan Lg Cap Growth R6 Fund in their Schedule of Assets, totaling $1.2M 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 | UNIVERSITIES SPACE RESEARCH ASSOCIATION UNIVERSITIES SPACE RESEARCH ASSOCIATION 403(B) RETIREMENT PLAN | WASHINGTON DC | 40 | $130.3M | $1.2M |
