Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Western Asset Core Plus Bond IS Fund - in their Schedule of Assets, totaling $1.8M 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 | LALLEMAND USA, INC. LALLEMAND USA 401(K) SAVINGS PLAN | MEMPHIS TN | 672 | $102.2M | $913K |
| 2 | MEARS DESTINATION SERVICES, INC MEARS DESTINATION SERVICES, INC. 401(K) SAVINGS PLAN | ORLANDO FL | 566 | $24.5M | $651K |
| 3 | LDA MANAGEMENT COMPANY, INC. LDA MANAGEMENT COMPANY, INC. 401(K) PLAN |
DALLAS TX |
| 620 |
| $11.2M |
| $187K |
