Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Western Asset Core Bond Mutual fund in their Schedule of Assets, totaling $44.2M 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 | MERCEDES-BENZ U.S. INTERNATIONAL, INC. MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN | VANCE AL | 6,107 | $1.2B | $33.5M |
| 2 | AHLSTROM USA INC. AHLSTROM RETIREMENT SAVINGS PLAN | WINDSOR LOCKS CT | 2,693 | $550.8M | $9.7M |
| 3 | NCMIC GROUP, INC. NCMIC GROUP, INC. RETIREMENT SAVINGS PLAN |
CLIVE IA |
| 208 |
| $63.4M |
| $392K |
| 4 | COMMUNITY HOUSING NETWORK, INC. COMMUNITY HOUSING NETWORK, INC. 401(K) PLAN | COLUMBUS OH | 104 | $5.8M | $241K |
| 5 | OLD DOMINION INSULATION, INC. OLD DOMINION INSULATION, INC. 401(K) PLAN | MIDLOTHIAN VA | 823 | $12.9M | $220K |
| 6 | MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN | MEMPHIS TN | 69 | $110.9M | $46K |
| 7 | WILLIAMS HOMES, INC. WILLIAMS HOMES, INC. 401(K) PLAN | SANTA CLARITA CA | 174 | $10.0M | $34K |
| 8 | ITR AMERICA, LLC ITR AMERICA, LLC PROFIT SHARING 401(K) PLAN | HOBART IN | 223 | $15.8M | $2K |
