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 I Registered investment company in their Schedule of Assets, totaling $4.0M 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 | SICPA SECURINK CORPORATION SICPA SECURINK CORPORATION PRE-TAX SAVINGS AND RETIREMENT PLAN | SPRINGFIELD VA | 180 | $65.1M | $3.1M |
| 2 | AIR TREATMENT CORPORATION AIR TREATMENT 401(K) PLAN | BREA CA | 254 | $33.3M | $884K |
| 3 | ROCK WEST COMPOSITES, INC. ROCK WEST 401 (K) PLAN |
SAN DIEGO CA |
| 284 |
| $11.6M |
| $62K |
| 4 | COMPASS CONSTRUCTION MANAGEMENT COMPASS CONSTRUCTION 401(K) PLAN | KIRKLAND WA | 128 | $10.5M | $2K |
