Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Western Asset Core Bond Fund Class I Registered Investment Company in their Schedule of Assets, totaling $2.0M 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 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN | SANTA ROSA CA | 225 | $34.3M | $1.8M |
| 2 | CODA RESOURCES LTD CODA RESOURCES LTD. 401(K) PLAN | ABERDEEN NJ | 141 | $18.4M | $192K |
