Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Western Asset Core Bond IS Legg Mason 0 in their Schedule of Assets, totaling $1.9M 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 | ENTECH HOLDING INC. ENTECH SALES & SERVICE 401(K) PLAN | DALLAS TX | 406 | $68.4M | $440K |
| 2 | CARREFOUR ASSOCIATES L.L.C CARREFOUR ASSOCIATES LLC P/S 401K PLAN | TULSA OK | 639 | $26.4M | $303K |
| 3 | CAH HOLDINGS, INC. CAH HOLDINGS INC SECTION 401(K) PROFIT SHARING PLAN |
BIRMINGHAM AL |
| 583 |
| $58.3M |
| $295K |
| 4 | ZUMBA FITNESS, LLC ZUMBA FITNESS LLC. 401(K) PLAN | HALLANDALE FL | 152 | $23.7M | $199K |
| 5 | BROWN GIBBONS LANG & COMPANY LLC BROWN GIBBONS LANG & CO LLC 401K SAVINGS PLAN | CLEVELAND OH | 153 | $25.2M | $194K |
| 6 | B & R SUPERMARKET, INC. B & R SUPERMARKET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI SPRINGS FL | 568 | $9.8M | $181K |
| 7 | NORTHWEST FLORIDA CHRISTIAN ASSOC, INC. NORTHWEST FLORIDA CHRISTIAN EDUCATION ASSOC | NICEVILLE FL | 159 | $2.7M | $91K |
| 8 | RECORDATI RARE DISEASES, INC. RECORDATI RARE DISEASES 401(K) PLAN | LEBANON NJ | 224 | $23.7M | $82K |
| 9 | CONSILIUM STAFFING, LLC CONSILIUM 401(K) PLAN | IRVING TX | 132 | $3.5M | $22K |
| 10 | PROFESSIONAL PERFORMANCE DEVELOPMENT GROUP, INC. PROFESSIONAL PERFORMANCE DEVELOPMENT GROUP, INC. 401(K) PLAN | SAN ANTONIO TX | 221 | $9.5M | $20K |