Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Western Asset Core Bond IS Registered Investment Company in their Schedule of Assets, totaling $2.2M 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 | BRIGHT WOOD CORPORATION BRIGHT WOOD 401(K) SAVINGS AND PROFIT SHARING PLAN | MADRAS OR | 998 | $44.5M | $1.4M |
| 2 | MD2 INTERNATIONAL, LLC MD2 INTERNATIONAL, LLC RETIREMENT TRUST | BELLEVUE WA | 167 | $33.8M | $454K |
| 3 | YAKIMA CHIEF HOPS, INC YAKIMA CHIEF HOPS 401(K) RETIREMENT PLAN |
YAKIMA WA |
| 232 |
| $15.5M |
| $174K |
| 4 | FOUNDATION FITNESS LLC FOUNDATION FITNESS LLC 401K PROFIT SHARING PLAN & TRUST | VANCOUVER WA | 109 | $7.3M | $141K |
| 5 | ASKO PROCESSING, INC. ASKO PROCESSING, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST | SEATTLE WA | 171 | $8.5M | $40K |
| 6 | OREGON COMMUNITY CREDIT UNION OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | SPRINGFIELD OR | 605 | $67.8M | $23K |
| 7 | RIVERMAID TRADING COMPANY RIVERMAID TRADING COMPANY 401(K) P/S PLAN | LODI CA | 96 | $9.4M | $21K |
