Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Western Asset Core Plus Bd IS in their Schedule of Assets, totaling $17.4M 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 | TECK AMERICAN, INC. & SUBSIDIARIES TECK AMERICAN INCORPORATED RETIREMENT SAVINGS PLAN | SPOKANE WA | 852 | $181.9M | $8.9M |
| 2 | MICROBAC LABORATORIES, INC MICROBAC LABORATORIES INC. RETIREMENT INCOME SAVINGS PLAN | CRANBERRY TOWNSHIP PA | 476 | $33.1M | $1.1M |
| 3 | AERO OPERATING LLC |
WESTBURY NY |
| 526 |
| $24.4M |
| $1.0M |
| 4 | P.R.O.C.E.E.D. INC. P.R.O.C.E.E.D. INC. 401(K) PLAN | ELIZABETH NJ | 64 | $7.1M | $666K |
| 5 | RB PROPERTIES, INC. RB PROPERTIES, INC. 401(K) SAVINGS PLAN & TRUST | WASHINGTON DC | 275 | $6.6M | $622K |
| 6 | NATIONAL INTEGRATED INDUSTRIES NATIONAL INTEGRATED INDUSTRIES, INC. 401(K) PLAN | WATERBURY CT | 160 | $17.0M | $414K |
| 7 | FLEXWARE INNOVATION, INC. FLEXWARE INNOVATION, INC. 401(K) PLAN | FISHERS IN | 197 | $19.7M | $409K |
| 8 | HEALTHCARE MANAGEMENT SOLUTION HEALTHCARE MANAGEMENT SOLUTION LLC 401(K) PLAN | FAIRMONT WV | 186 | $18.3M | $379K |
| 9 | HEALTH CAROUSEL LLC HEALTH CAROUSEL LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 2,915 | $80.0M | $346K |
| 10 | BARKER MANAGEMENT, INC. BARKER MANAGEMENT, INC. | ANAHEIM CA | 193 | $6.9M | $311K |
