Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Western Asset Core Plus BD IS Registered Investment Company in their Schedule of Assets, totaling $51K 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 | HUNT & SONS, INC. HUNT & SONS, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 452 | $14.8M | $48K |
| 2 | NITROGEN WEALTH, INC. NITROGEN WEALTH, INC. 401(K) PLAN | AUBURN CA | 107 | $12.5M | $3K |