Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Western Asset Core Bond Fund Class 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 | OPTIV SECURITY INC. OPTIV SECURITY INC. 401(K) RETIREMENT SAVING PLAN | DENVER CO | 1,790 | $263.2M | $1.1M |
| 2 | J. J. MCDONNELL & CO., INC. J. J. MCDONNELL & CO., INC. 401(K) PROFIT SHARING PLAN | ELKRIDGE MD | 205 | $10.9M | $891K |
| 3 | VISIQUATE INC. VISIQUATE INC. RETIREMENT TRUST |
SANTA ROSA CA |
| 74 |
| $12.1M |
| $543K |
| 4 | PHOENIX FABRICATORS AND ERECTORS, LLC PHOENIX FABRICATORS AND ERECTORS, LLC PROFIT SHARING PLAN AND TRUST | AVON IN | 291 | $7.9M | $107K |
