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 Registered investment company in their Schedule of Assets, totaling $9.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEDIATRIC ASSOCIATES HOLDING COMPANY PEDIATRIC ASSOCIATES EMPLOYEE SAVINGS & RETIREMENT PLAN | PLANTATION FL | 2,919 | $132.4M | $8.6M |
| 2 | REALTERM US, INC. REALTERM US, INC. 401(K) PLAN | ANNAPOLIS MD | 173 | $24.2M | $465K |
| 3 | HUFFY HOLDINGS INC. HUFFY HOLDINGS SAVINGS PLAN |
MIAMISBURG OH |
| 172 |
| $20.6M |
| $79K |
| 4 | THE INTEGRAL GROUP, LLC THE INTEGRAL GROUP, LLC 401(K) PLAN | ATLANTA GA | 221 | $10.6M | $30K |
