Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 83 U.S. retirement plans report holding Western Asset Core Bond Is # in their Schedule of Assets, totaling $91.9M 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 | INTEGRIS HEALTH, INC. 403(B) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | OKLAHOMA CITY OK | 12,869 | $1.1B | $59.8M |
| 2 | INTEGRIS 401(K) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | OKLAHOMA CITY OK | 13,354 | $297.2M | $10.1M |
| 3 | CRETE MECHANICAL GROUP, INC. |
CHARLOTTE NC |
| 1,363 |
| $116.3M |
| $4.2M |
| 4 | HL MANDO AMERICA CORPORATION HL MANDO AMERICA CORPORATION RETIREMENT PLAN | OPELIKA AL | 1,268 | $48.6M | $2.8M |
| 5 | BANCO ITAU INTERNATIONAL BANCO ITAU INTERNATIONAL 401(K) | MIAMI FL | 274 | $61.1M | $1.3M |
| 6 | NORTON LILLY INTERNATIONAL US NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 475 | $43.5M | $1.0M |
| 7 | ACMH, INC. ACMH, INC. TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 376 | $15.2M | $978K |
| 8 | NORTON LILLY INTERNATIONAL, INC. NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 473 | $37.0M | $956K |
| 9 | KVH INDUSTRIES, INC. KVH INDUSTRIES, INC. 401(K) PLAN | MIDDLETOWN RI | 105 | $40.6M | $918K |
| 10 | TAMPA MICROWAVE, LLC TAMPA MICROWAVE 401(K) PLAN | CLEARWATER FL | 102 | $7.4M | $597K |
