Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Western Asset Core Plus Bond A - in their Schedule of Assets, totaling $8.6M 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 | CRAIG TECHNICAL CONSULTING, INC. CRAIG TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | MERRITT ISLAND FL | 195 | $15.6M | $2.4M |
| 2 | SOVEREIGN CONSULTING INC. SOVEREIGN CONSULTING INC. 401(K) PLAN | CHERRY HILL NJ | 139 | $23.7M | $1.5M |
| 3 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN |
NAPLES FL |
| 104 |
| $16.4M |
| $776K |
| 4 | EDUCATION & TRAINING RESOURCES EDUCATION & TRAINING RESOURCES, LLC 401K PLAN | BOWLING GREEN KY | 854 | $11.4M | $610K |
| 5 | RIGHTWORKS, LLC RIGHTWORKS, LLC 401(K) PLAN | NASHUA NH | 656 | $36.8M | $460K |
| 6 | PREMIER PROPERTIES OF SOUTHWEST FLORIDA, LLC PREMIER SOTHEBY'S 401(K) RETIREMENT PLAN | NAPLES FL | 126 | $8.4M | $457K |
| 7 | KOVA FERTILIZER KOVA FERTILIZER INC. 401(K) PLAN | GREENSBURG IN | 234 | $13.9M | $426K |
| 8 | TRIANGLE WAREHOUSE, INC. TRIANGLE WAREHOUSE, INC. 401(K) SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 214 | $6.9M | $351K |
| 9 | HOSPITALITY PURVEYORS, INC. HOSPITALITY PURVEYORS, INC. 401K PLAN | MIAMI FL | 107 | $9.5M | $314K |
| 10 | JACKSON FURNITURE INDUSTRIES, IN JACKSON FURNITURE INDUSTRIES, INC RETIREMENT PLAN | CLEVELAND TN | 790 | $5.1M | $192K |
