Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding WA CORE PLUS BOND I Registered Investment Company in their Schedule of Assets, totaling $518K 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 | WATERMARK ESTATE MANAGEMENT SERVICES, LLC WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN | KIRKLAND WA | 109 | $59.9M | $278K |
| 2 | WILLIAM H. GATES III CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN | KIRKLAND WA | 163 | $92.2M | $189K |
| 3 | REALSELF, INC. REALSELF, INC 401(K) RETIREMENT PLAN |
SEATTLE WA |
| 25 |
| $18.5M |
| $34K |
| 4 | GATES VENTURES, LLC GATES VENTURES, LLC 401(K) PLAN | KIRKLAND WA | 131 | $44.7M | $17K |
