Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Western Asset Core Plus Bond Fund I Mutual Fund in their Schedule of Assets, totaling $2.4M 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 | COACH USA, INC. COACH USA, INC. 401(K) AND SAVINGS PLAN | PARAMUS NJ | 2,285 | $75.7M | $1.4M |
| 2 | MENTAL HEALTH CENTER OF DENVER DBA WELLPOWER MENTAL HEALTH CENTER OF DENVER RETIREMENT PLAN | DENVER CO | 1,003 | $60.8M | $614K |
| 3 | CONCRETE PROTECTION & RESTORATION, INC. |
BALTIMORE MD |
| 355 |
| $8.5M |
| $236K |
| 4 | BOREALIS COMPOUNDS, INC. BOREALIS COMPOUNDS, INC. SAVINGS PLAN | PORT MURRAY NJ | 239 | $30.7M | $65K |