Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Western Asset Core Plus Bond IS Legg Mason 0 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MULTI-BANK SERVICES, LTD. MULTI-BANK SERVICES, LTD. 401(K) PLAN | SOUTHFIELD MI | 115 | $25.0M | $1.1M |
| 2 | SCHNEIDER MILLS, INC SCHNEIDER MILLS EMPLOYEES' TRUST | TAYLORSVILLE NC | 334 | $17.0M | $930K |
| 3 | JENA CHOCTAW INDIAN GAMING AUTHORITY JENA CHOCTAW PINES CASINO 401(K) PLAN |
DRY PRONG LA |
| 250 |
| $3.2M |
| $455K |
| 4 | CROSS SOUND FERRY & COMPANIES CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN | NEW LONDON CT | 278 | $40.3M | $363K |
| 5 | SKO-DIE, INC. SKO-DIE, INC 401(K) PROFIT SHARING PLAN | MORTON GROVE IL | 67 | $9.2M | $203K |
| 6 | DELTA SOLUTIONS & STRATEGIES, LLC DELTA SOLUTIONS & STRATEGIES, LLC 401(K) PLAN | COLORADO SPRINGS CO | 307 | $15.7M | $194K |
| 7 | AMERICAN FAMILY CARE, INC. AMERICAN FAMILY CARE SAVINGS PLAN | BIRMINGHAM AL | 1,216 | $22.7M | $172K |
| 8 | WINCHESTER EQUIPMENT COMPANY WINCHESTER EQUIPMENT CO. 401(K) PLAN | WINCHESTER VA | 200 | $14.3M | $150K |
| 9 | FLORIDA COLLEGE, INC. FLORIDA COLLEGE, INC. RETIREMENT PLAN & TRUST | TEMPLE TERRACE FL | 199 | $8.9M | $110K |
| 10 | H & P TECHNOLOGIES, INC. H & P TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | WARREN MI | 169 | $21.4M | $94K |
