Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding WESTERN ASSET CORE BD I in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AVENUE CAPITAL MANAGEMENT II, LP AVENUE CAPITAL GROUP AND AFFILIATES 401(K) PROFIT SHARING | NEW YORK NY | 129 | $37.3M | $1.2M |
| 2 | LIDL US, LLC LIDL US, LLC 401(K) PLAN | ARLINGTON VA | 4,762 | $120.1M | $421K |
| 3 | JCJ BUSINESS CORP, INC. JCJ ARCHITECTURE 401(K) PLAN |
HARTFORD CT |
| 172 |
| $41.6M |
| $313K |
| 4 | AMPRO COMPUTER, INC. AMPRO ADLINK 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 90 | $18.8M | $165K |
| 5 | PROSPECT TRANSPORTATION PROSPECT TRANSPORTATION 401(K) | CARLSTADT NJ | 156 | $13.6M | $162K |
| 6 | PRECISION TOOL, DIE AND MACHINE PRECISION TOOL, DIE AND MACHINE CO., RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 162 | $3.8M | $161K |
| 7 | MCGEE HOLDINGS, LLC MCGEE HOLDINGS, LLC 401(K) PLAN | DRAPER UT | 167 | $3.7M | $103K |
| 8 | MORRISON EXPRESS CORP.USA MORRISON EXPRESS CORP. (USA) 401(K) RETIREMENT PLAN | EL SEGUNDO CA | 236 | $12.4M | $40K |
| 9 | BOGIN, MUNNS & MUNNS P.A. BOGIN, MUNNS & MUNNS P.A. 401(K) PROFIT SHARING PLAN | ORLANDO FL | 99 | $4.4M | $14K |
| 10 | ADAMS EXTRACT & SPICE, LLC ADAMS EXTRACT & SPICE, LLC 401(K) PLAN | GONZALES TX | 134 | $1.9M | $1K |
