Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Western Asset Core Bond Is Mutual Funds in their Schedule of Assets, totaling $422K 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 | CONSOLIDATED CATFISH COMPANIES, LLC COUNTRY SELECT CATFISH 401(K) PLAN | ISOLA MS | 142 | $11.9M | $185K |
| 2 | PATHFINDER BANK PATHFINDER BANK 401(K) SAVINGS PLAN | OSWEGO NY | 271 | $20.5M | $110K |
| 3 | CALIFORNIA ASSOCIATION OF WINEGRAPE GROWERS CALIFORNIA ASSOCIATION OF WINEGRAPE GROWERS RETIREMENT PLAN AND TRUST |
SACRAMENTO IA |
| 1,508 |
| $20.0M |
| $65K |
| 4 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $50K |
| 5 | MORGAN ASPHALT, INC. MORGAN ASPHALT INC. 401(K) RETIREMENT PLAN | MAGNA UT | 169 | $5.1M | $12K |
