Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Western Asset Core Plus Bond I .. in their Schedule of Assets, totaling $177.8M 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 | 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 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $1.2M |
| 5 | ALTUS CONSULTING CORPORATION ALTUS CONSULTING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | UPPERVILLE VA | 87 | $40.2M | $1.2M |
| 6 | DYNAMIC INDUSTRIAL GROUP, LLC DYNAMIC INDUSTRIAL GROUP 401(K) PLAN | ELKHART IN | 341 | $5.2M | $786K |
| 7 | THE CATON COMPANIES THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHARLOTTESVILLE VA | 324 | $29.8M | $637K |
| 8 | CARESPRING HEALTH CARE MANAGEMENT, LLC CARESPRING HEALTH CARE MANAGEMENT SAVINGS & RETIREMENT PLAN | LOVELAND OH | 2,116 | $30.4M | $599K |
| 9 | MANAGEMENT SERVICES CORPORATION THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHARLOTTESVILLE VA | 317 | $20.8M | $550K |
| 10 | GARDEN STATE UROLOGY, LLC GARDEN STATE UROLOGY, LLC PROFIT SHARING PLAN | WHIPPANY NJ | 105 | $43.3M | $341K |
