Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Western Asset Core Bond Fund Mutual fund in their Schedule of Assets, totaling $14.8M 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 | LONG ISLAND PLASTIC SURGICAL GROUP, P.C. LONG ISLAND PLASTIC SURGICAL GROUP, P.C. 401(K) SAVINGS PLAN | GARDEN CITY NY | 294 | $37.6M | $3.9M |
| 2 | RADIANT LOGISTICS, INC. RADIANT LOGISTICS, INC. 401(K) PLAN | RENTON WA | 537 | $54.4M | $2.1M |
| 3 | FRANKLIN RESOURCES, INC. |
SAN MATEO CA |
| 4,383 |
| $2.8B |
| $2.1M |
| 4 | ABLE MAINTENANCE, INC. SSS/SME/AMI 401(K) SAVINGS PLAN | SAN JOSE CA | 247 | $19.9M | $1.9M |
| 5 | VAN METER INC. VAN METER INC. 401(K) PLAN | CEDAR RAPIDS IA | 840 | $106.2M | $1.5M |
| 6 | BUILDING & EARTH SCIENCES, INC. BUILDING & EARTH SCIENCES, INC. 401(K) PLAN | IRONDALE AL | 257 | $15.0M | $566K |
| 7 | TRI-CITY CARDIOLOGY CONSULTANTS, P.C. TRI-CITY CARDIOLOGY CONSULTANTS, P.C. 401(K) PLAN | MESA AZ | 292 | $44.9M | $556K |
| 8 | BUNGIE, INC. BUNGIE, INC. 401(K) PLAN | BELLEVUE WA | 862 | $228.5M | $530K |
| 9 | MEGA INTERNATIONAL, LLC MEGA INTERNATIONAL, LLC 401(K) PLAN | BEVERLY HILLS CA | 1,134 | $17.8M | $487K |
| 10 | EDMENTUM EDMENTUM SAVINGS AND RETIREMENT PLAN | BLOOMINGTON MN | 1,128 | $115.4M | $300K |
