Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Western Asset Core Plus Bond Fund Mutual fund in their Schedule of Assets, totaling $35.7M 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 | FRANKLIN RESOURCES, INC. FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN | SAN MATEO CA | 4,383 | $2.8B | $31.2M |
| 2 | FULTON COUNTY MEDICAL CENTER FULTON COUNTY MEDICAL CENTER EMPLOYEES' PENSION PLAN | MCCONNELLSBURG PA | 207 | $18.3M | $1.5M |
| 3 | SHEET METAL WORKERS LOCAL 33 |
PARMA OH |
| 3,973 |
| $176.5M |
| $686K |
| 4 | ORTHOPEDIC AND SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. ORTHOPEDIC AND SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN | ELKHART IN | 282 | $44.6M | $493K |
| 5 | FOREFLIGHT LLC FOREFLIGHT LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 434 | $41.9M | $493K |
| 6 | AIR HYDRO POWER, LLC. AIR HYDRO POWER, LLC 401(K) PLAN | LOUISVILLE KY | 367 | $43.3M | $369K |
| 7 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONG BEACH CA | 375 | $85.8M | $342K |
| 8 | KOETTER WOODWORKING, INC. KOETTER WOODWORKING, INC. 401(K) PLAN | BORDEN IN | 271 | $28.4M | $229K |
| 9 | SIRTEX MEDICAL, INC. SIRTEX MEDICAL INC. 401(K) PROFIT SHARING PLAN | WOBURN MA | 197 | $32.4M | $175K |
| 10 | SKORPIOS TECHNOLOGIES SKORPIOS TECHNOLOGIES INC. 401(K) PLAN | ALBUQUERQUE NM | 101 | $7.7M | $119K |
