Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding NEIGHBORLY ISSUER 144A 7.308% CORPORATE DEBT SECURITIES in their Schedule of Assets, totaling $5.9M 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 | WESTERN ASSET MANAGEMENT COMPANY, LLC WESTERN ASSET MORTGAGE BACKED SECURITIES PORTFOLIO, L.L.C. | PASADENA CA | — | $873.1M | $2.5M |
| 2 | WESTERN ASSET MANAGEMENT COMPANY, LLC WESTERN ASSET OPPORTUNISTIC STRUCTURED SECURITIES PORTFOLIO, L.L.C. | PASADENA CA | — | $285.9M | $2.3M |
| 3 | WESTERN ASSET MANAGEMENT COMPANY, LLC |
PASADENA CA |
| — |
| $162.9M |
| $1.2M |
