Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Western Asset Core Plus Bond Fund Class I " in their Schedule of Assets, totaling $16.2M 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 | WORCESTER POLYTECHNIC INSTITUTE WORCESTER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION PLAN | WORCESTER MA | 1,512 | $687.1M | $6.1M |
| 2 | OREGON TOOL, INC. OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | PORTLAND OR | 924 | $295.3M | $3.6M |
| 3 | RED VENTURES LLC RED VENTURES, LLC 401(K) PLAN |
FORT MILL SC |
| 1,778 |
| $234.5M |
| $2.7M |
| 4 | ARTISAN DESIGN GROUP, LLC ARTISAN DESIGN GROUP 401(K) PLAN | COPPELL TX | 2,953 | $125.4M | $1.4M |
| 5 | ESSEX PORTFOLIO L.P. ESSEX PORTFOLIO L.P. 401(K) PLAN | SAN MATEO CA | 1,720 | $138.2M | $1.3M |
| 6 | UNITY HEALTH CARE, INC. UNITY HEALTH CARE, INC. 403(B) PLAN | WASHINGTON DC | 771 | $58.0M | $662K |
| 7 | MACK MOLDING COMPANY, INC. MACK MOLDING COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | ARLINGTON VT | 1,743 | $97.2M | $185K |
| 8 | KONGSBERG AUTOMOTIVE INC KONGSBERG AUTOMOTIVE, INC. 401(K) PLAN | WILLIS TX | 535 | $44.9M | $122K |
| 9 | HINSHAW & CULBERTSON LLP HINSHAW & CULBERTSON ASSOCIATES 401 (K) PLAN | CHICAGO IL | 442 | $25.4M | $105K |
| 10 | CAPITAL SQUARE REALTY ADVISORS, LLC DBA CAPITAL SQUARE CAPITAL SQUARE 401(K) PLAN | GLEN ALLEN VA | 342 | $8.4M | $37K |
