Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding WA Core Bond I Registered investment company in their Schedule of Assets, totaling $2.1M 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 | FRED'S, INC. FRED'S, INC. SALARY REDUCTION PROFIT SHARING PLAN | MEMPHIS TN | 16 | $32.6M | $1.7M |
| 2 | HOTSTART, INC. HOTSTART, INC. 401(K) AND PROFIT SHARING PLAN | SPOKANE VALLEY WA | 218 | $56.2M | $230K |
| 3 | BERRY GP, INC. D/B/A/ BERRY CONTRACTING, INC. BERRY CONTRACTING, INC. EMPLOYEE PROFIT SHARING PLAN & TRUST |
CORPUS CHRISTI TX |
| 651 |
| $47.6M |
| $179K |
