Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Western Asset Core Plus Bond Fund Class IS Mutual Fund in their Schedule of Assets, totaling $5.9M 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 | TEAM, INC. TEAM, INC. SALARY DEFERRAL PLAN AND TRUST | SUGAR LAND TX | 3,219 | $357.2M | $4.0M |
| 2 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 520 | $33.2M | $799K |
| 3 | AERIS COMMUNICATIONS, INC. AERIS COMMUNICATIONS, INC. 401(K) PLAN |
SAN JOSE CA |
| 115 |
| $16.2M |
| $727K |
| 4 | LAKEVIEW HEALTHCARE ENTERPRISE LAKEVIEW HEALTHCARE ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST | MOUNT DORA FL | 308 | $17.4M | $288K |
| 5 | POWER DRIVES, INC. POWER DRIVES, INC. 401(K) SAVINGS PLAN | BUFFALO NY | 103 | $8.3M | $63K |
| 6 | IMPACT RTO HOLDINGS LLC IMPACT RTO HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 327 | $3.3M | $17K |
