Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Western Asset Core Plus Bond Fund Class IS in their Schedule of Assets, totaling $30.9M 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 | BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND STEAMFITTERS LOCAL #449 PENSION PLAN | HARMONY PA | 1,652 | $479.3M | $27.8M |
| 2 | ROLEX WATCH U.S.A., INC. ROLEX WATCH U.S.A., INC. PROFIT SHARING PLAN | NEW YORK NY | 619 | $273.6M | $1.3M |
| 3 | SUBCOM, LLC SUBCOM SAVINGS PLAN |
EATONTOWN NJ |
| 1,557 |
| $222.6M |
| $1.2M |
| 4 | GARDNER, INC. GARDNER, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 345 | $19.0M | $480K |
| 5 | MAMMOTH TECH MAMMOTH TECH 401(K) PROFIT SHARING PLAN | DEFIANCE OH | 0 | $0 | $85K |
| 6 | SWK TECHNOLOGIES SWK TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST | EAST HANOVER NJ | 183 | $14.6M | $50K |
| 7 | SEMPERIS INC SEMPERIS INC 401(K) PROFIT SHARING PLAN & TRUST | HOBOKEN NJ | 193 | $7.5M | $14K |
