Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Western Asset Core Plus Bd Is Mutual Fund in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | A.I.G. TRUCKING, INC. A.I.G. TRUCKING, INC. PROFIT SHARING / 401(K) PLAN | HAWTHORNE NJ | 242 | $30.9M | $1.4M |
| 2 | ROEBBELEN MANAGEMENT, INC. ROEBBELEN MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | EL DORADO HILLS CA | 196 | $31.6M | $241K |
| 3 | THE ARC/MERCER, INC. THE ARC/MERCER, INC. RETIREMENT PLAN |
EWING TOWNSHIP NJ |
| 342 |
| $8.4M |
| $147K |
| 4 | CARGROUP HOLDINGS, LLC CARGROUP HOLDINGS, LLC 401(K) PLAN | SPRINGFIELD PA | 323 | $8.9M | $24K |
