Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Western Asset Core Bond IS Mutual Fund N/A in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONS LENDING CORPORATION NATIONS LENDING 401(K) PLAN | INDEPENDENCE OH | 602 | $24.6M | $2.0M |
| 2 | TSS ACQUISITION COMPANY TSS ACQUISITION 401(K) RETIREMENT PLAN | WEST CHESTER OH | 60 | $6.5M | $1.3M |
| 3 | THE KOEHLER ORGANIZATION THE KOEHLER ORGANIZATION 401(K) PLAN |
ABERDEEN SD |
| 483 |
| $8.5M |
| $224K |
