Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Western Asset Core Bond Fund Class IS in their Schedule of Assets, totaling $3.5M 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 | STARFISH HOLDINGS, INC. STARFISH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HUNTSVILLE AL | 1,324 | $388.9M | $2.1M |
| 2 | LASSONDE PAPPAS AND COMPANY, INC. ZIDIAN MANAGEMENT CORP. DBA THE ZIDIAN GROUP 401(K) PROFIT SHARING PLAN | CHERRY HILL NJ | 193 | $12.1M | $631K |
| 3 | ZIDIAN MANAGEMENT CORP. |
BOARDMAN OH |
| 207 |
| $9.9M |
| $585K |
| 4 | CRAWFORD INDUSTRIES CRAWFORD INDUSTRIES RETIREMENT SAVINGS PLAN | CRAWFORDSVILLE IN | 0 | $0 | $73K |
| 5 | AXELON SERVICES CORPORATION AXELON SERVICES CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 635 | $18.2M | $68K |
| 6 | WEST COAST SERVICES LLC WEST COAST SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | SAN DIMAS CA | 115 | $2.8M | $26K |
