Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Western Asset Core Plus Bond IS Mutual funds ^ in their Schedule of Assets, totaling $2.5M 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 | J-W POWER COMPANY J-W POWER COMPANY EMPLOYEE PROFIT SHARING TRUST AND 401(K) PLAN | ADDISON TX | 605 | $119.4M | $1.6M |
| 2 | MALNATI ORGANIZATION, LLC MALNATI ORGANIZATION 401(K) SAVINGS PLAN | BUFFALO GROVE IL | 1,435 | $28.5M | $507K |
| 3 | MCPHS UNIVERSITY MCPHS UNIVERSITY TAX DEFERRED ANNUITY PLAN |
BOSTON MA |
| 1,761 |
| $124.2M |
| $425K |
| 4 | ARGUINDEGUI MANAGEMENT COMPANY, LLC ARGUINDEGUI MANAGEMENT COMPANY, LLC 401(K) RETIREMENT PLAN | LAREDO TX | 172 | $5.1M | $7K |
| 5 | FIVE POINT DENTAL SPECIALISTS, INC FIVE POINT DENTAL SPECIALISTS RETIREMENT PLAN | IRVING TX | 394 | $13.1M | $2K |
