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 I Mutual fund in their Schedule of Assets, totaling $7.2M 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 | BKF ENGINEERS BKF ENGINEERS 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 405 | $149.8M | $6.0M |
| 2 | MEDICAL ASSOCIATION OF GEORGIA MEDICAL ASSOCIATION OF GEORGIA MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | ATLANTA GA | 568 | $47.8M | $340K |
| 3 | ALLIANCE UNIVERSITY ALLIANCE UNIVERSITY 403(B) PLAN |
NEW YORK NY |
| 144 |
| $33.0M |
| $286K |
| 4 | MOUNTAIN COMPREHENSIVE HEALTH CORPORATION SECTION 403(B) RETIREMENT PLAN FOR MOUNTAIN COMPREHENSIVE HEALTH CORPORATION | WHITESBURG KY | 605 | $21.4M | $222K |
| 5 | HUGHESLEAHYKARLOVIC, INC. HUGHESLEAHYKARLOVIC, INC. 401(K) PLAN | ST. LOUIS MO | 121 | $20.5M | $150K |
| 6 | ITS LOGISTICS, LLC ITS LOGISTICS, LLC EMPLOYEE SAVINGS TRUST | SPARKS NV | 691 | $24.0M | $100K |
| 7 | THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE CA | 784 | $68.2M | $67K |
| 8 | CARROLL DISTRIBUTING COMPANY CARROLL DISTRIBUTING COMPANY EMPLOYEE BENEFIT PLAN | MELBOURNE FL | 107 | $12.8M | $9K |
| 9 | SCHENECTADY COMMUNITY ACTION PROGRAM, INC SCHENECTADY COMMUNITY ACTION PROGRAM, INC. 403(B) DC PLAN | SCHENECTADY NY | 113 | $4.7M | $9K |
