Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Western Asset Core Plus Bond Fund - in their Schedule of Assets, totaling $150.9M 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 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $81.7M |
| 2 | UNIVERSAL SERVICES OF AMERICA, LP ALLIED UNIVERSAL 401(K) PLAN | IRVINE CA | 226,026 | $681.5M | $18.7M |
| 3 | BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN |
BLOOMINGTON MN |
| 1,148 |
| $132.1M |
| $15.8M |
| 4 | DPR CONSTRUCTION DPR CONSTRUCTION RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 8,307 | $1.1B | $15.1M |
| 5 | ARCHER & GREINER, P.C. ARCHER & GREINER, P.C. CASH OR DEFERRED PROFIT SHARING PLAN | VOORHEES NJ | 304 | $199.4M | $8.7M |
| 6 | PULSE ELECTRONICS CORPORATION TECHNITROL, INC. RETIREMENT PLAN | SAN DIEGO CA | 0 | $30.1M | $4.0M |
| 7 | IBEW LOCAL UNION NO 226 PENSION FUND INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 226 OPEN END PENSION FUND | TOPEKA KS | 534 | $101.5M | $2.5M |
| 8 | WISCONSIN VISION ASSOCIATES, INC. WISCONSIN VISION ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BURLINGTON WI | 344 | $28.1M | $862K |
| 9 | AMERICAN FUTURE SYSTEMS, INC. DBA SUCCESSFUEL AMERICAN FUTURE SYSTEMS, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | KING OF PRUSSIA PA | 46 | $16.1M | $554K |
| 10 | ZAUSMER, P.C. ZAUSMER, P.C. 401(K) SAVINGS PLAN | FARMINGTON HILLS MI | 166 | $17.2M | $378K |
