Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Western Asset Core Plus Bond Fund I - in their Schedule of Assets, totaling $31.4M 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 | CASE NEW HOLLAND INDUSTRIAL INC. CNH INDUSTRIAL U.S. RETIREE MEDICAL SAVINGS ACCOUNT PLAN | RACINE WI | 516 | $18.1M | $11.0M |
| 2 | MOTLEY RICE LLC MOTLEY RICE LLC EMPLOYEE RETIREMENT SAVINGS PLAN | MT. PLEASANT SC | 340 | $118.8M | $7.6M |
| 3 | DREW UNIVERSITY |
MADISON NJ |
| 726 |
| $230.5M |
| $6.1M |
| 4 | AJAX PAVING INDUSTRIES, INC. AJAX PAVING INDUSTRIES, INC. 401(K) PLAN | TROY MI | 122 | $48.0M | $3.8M |
| 5 | AJAX PAVING INDUSTRIES OF FLORIDA, LLC AJAX PAVING INDUSTRIES OF FLORIDA, LLC 401(K) PLAN | NORTH VENICE FL | 508 | $35.6M | $1.9M |
| 6 | THE MCALEAR GROUP, INC. DBA SERVICE SPRING CORP. THE MCALEAR GROUP, INC. RETIREMENT PLAN | MAUMEE OH | 476 | $14.1M | $682K |
| 7 | MUIRFIELD INC. D/B/A PARKS FORD OF WESLEY CHAPEL PARKS MOTORS 401(K) PLAN | WESLEY CHAPEL FL | 174 | $8.7M | $238K |
| 8 | HARMAR MOBILITY, LLC HARMAR MOBILITY 401(K) PROFIT SHARING PLAN & TRUST | SARASOTA FL | 292 | $8.8M | $82K |
| 9 | AMBASSADOR THEATRE GROUP-NORTH AMERICA, LLC AMBASSADOR THEATRE GROUP-NORTH AMERICA, LLC 401(K) PLAN | SAN ANTONIO TX | 408 | $4.0M | $6K |
