Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Western Asset Core Plus Bond I # in their Schedule of Assets, totaling $182.9M 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 | VOLVO GROUP NORTH AMERICA, LLC VOLVO GROUP NORTH AMERICA, LLC TARGET RETIREMENT FUND TRUST | GREENSBORO NC | — | $923.5M | $154.9M |
| 2 | US LBM HOLDINGS, LLC US LBM HOLDINGS, LLC 401(K) PLAN | BUFFALO GROVE IL | 12,893 | $440.2M | $12.3M |
| 3 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN |
SANTA BARBARA CA |
| 534 |
| $189.4M |
| $4.3M |
| 4 | QCR HOLDINGS, INC. QCR HOLDINGS, INC. 401(K) PLAN | MOLINE IL | 1,013 | $152.1M | $3.2M |
| 5 | WOLFE CLINIC, P.C. WOLFE CLINIC, P.C. 401(K) PROFIT SHARING PLAN | MARSHALLTOWN IA | 567 | $87.2M | $2.8M |
| 6 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $1.2M |
| 7 | DYNAMIC INDUSTRIAL GROUP, LLC DYNAMIC INDUSTRIAL GROUP 401(K) PLAN | ELKHART IN | 341 | $5.2M | $786K |
| 8 | THE CATON COMPANIES THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHARLOTTESVILLE VA | 324 | $29.8M | $637K |
| 9 | CARESPRING HEALTH CARE MANAGEMENT, LLC CARESPRING HEALTH CARE MANAGEMENT SAVINGS & RETIREMENT PLAN | LOVELAND OH | 2,116 | $30.4M | $599K |
| 10 | MANAGEMENT SERVICES CORPORATION THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHARLOTTESVILLE VA | 317 | $20.8M | $550K |
