Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Western Asset Core Plus Bond Is Mutual Fund in their Schedule of Assets, totaling $3.3M 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 | ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP, 401(K) SAVINGS PLAN | CHICAGO IL | 105 | $58.4M | $2.0M |
| 2 | FOULKE MANAGEMENT CORPORATION FOULKE MANAGEMENT CORPORATION, INCORPORATED 401(K) PLAN | MT EPHRAIM NJ | 360 | $21.5M | $383K |
| 3 |
BEAVERTON OR |
| 199 |
| $10.3M |
| $329K |
| 4 | COAST PROFESSIONAL INC. COAST PROFESSIONAL INC. PROFIT SHARING PLAN | WEST MONROE LA | 563 | $9.0M | $322K |
| 5 | CTW HOME HEALTH, LLC CIRCLE OF CARE 401(K) PLAN | SAN ANTONIO TX | 656 | $4.7M | $167K |
| 6 | ELEVATE SERVICES, INC. ELEVATE SERVICES 401(K) PLAN | LOS ANGELES CA | 382 | $8.9M | $48K |
| 7 | OSBURN CONTRACTORS, INC. OSBURN CONTRACTORS 401(K) PLAN | PLANO TX | 1,776 | $4.8M | $47K |
| 8 | THE TRACK INTERMEDIATE OPCO, LLC DBA FIVE STAR PARKS OPCO, LLC THE FIVE STAR PARKS & ATTRACTIONS RETIREMENT & 401(K) PLAN | BRANSON MO | 240 | $1.8M | $3K |
