Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Western Asset Core Bond Fund Class I Mutual fund in their Schedule of Assets, totaling $4.0M 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 | BOOMI, LP BOOMI, LP 401(K) PLAN | CONSHOHOCKEN PA | 877 | $152.8M | $1.9M |
| 2 | SCHEURER HOSPITAL SCHEURER HOSPITAL EMPLOYEES RETIREMENT PLAN | PIGEON MI | 560 | $68.6M | $1.1M |
| 3 | SURMODICS, INC. SURMODICS, INC. 401(K) PLAN AND TRUST |
| 291 |
| $63.0M |
| $671K |
| 4 | TOWER SEMICONDUCTOR NEWPORT BEACH INC. TOWER SEMICONDUCTOR NEWPORT BEACH HOURLY SAVINGS PLAN | NEWPORT BEACH CA | 442 | $20.3M | $122K |
| 5 | HARGROVE HOLDING COMPANY, INC. HARGROVE HOLDING COMPANY, INC. TEAMMATE STOCK OWNERSHIP PLAN | MOBILE AL | 2,069 | $73.3M | $68K |
| 6 | SHUMAN PHYSICAL THERAPY ASSOCIATES, PC SHUMAN PHYSICAL THERAPY ASSOC. 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 223 | $15.0M | $66K |
| 7 | IMPACT RTO HOLDINGS LLC IMPACT RTO HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 327 | $3.3M | $66K |
| 8 | HARGROVE HOLDING COMPANY, INC. HARGROVE HOLDING COMPANY, INC. TEAMMATE STOCK OWNERSHIP PLAN | MOBILE AL | 1,466 | $66.3M | $64K |
