Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Western Asset Core Bond Is Mutual fund - in their Schedule of Assets, totaling $6.6M 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 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $1.1M |
| 2 | REX LUMBER COMPANY REX LUMBER COMPANY 401(K) SAVINGS & SECURITY PLAN | ACTON MA | 198 | $22.9M | $971K |
| 3 | VP RACING FUELS, INC. |
SAN ANTONIO TX |
| 278 |
| $14.1M |
| $853K |
| 4 | FOOD SAFETY NET SERVICES, LTD CERTIFIED GROUP 401(K) | SAN ANTONIO TX | 1,175 | $53.9M | $804K |
| 5 | SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES CA | 159 | $13.5M | $559K |
| 6 | UWORLD, LLC UWORLD, LLC 401(K) PLAN | COPPELL TX | 453 | $36.5M | $506K |
| 7 | CONCRETE SUPPLY CO., INC. CONCRETE SUPPLY CO., INC. 401K PLAN | FAYETTEVILLE GA | 286 | $6.7M | $378K |
| 8 | BPN, LLP BPN, LLP RETIREMENT PLAN | VALHALLA NY | 144 | $15.3M | $252K |
| 9 | ALL CARE PLUS, INC. QUALITY FAMILY 401(K) PLAN | JAMESTOWN TN | 2,110 | $5.6M | $165K |
| 10 | ARTEMIS HEALTHCARE, INC. ARTEMIS HEALTHCARE , INC. 401(K) PLAN | NASHVILLE TN | 103 | $8.2M | $162K |
