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 Mutual fund in their Schedule of Assets, totaling $14.6M 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 | BOARD OF TRUSTEES, STEAMFITTERS LOCAL #449 MEDICAL & BENEFIT FUND STEAMFITTERS LOCAL #449 MEDICAL & BENEFIT FUND | HARMONY PA | 1,723 | $100.8M | $13.1M |
| 2 | DIMENSIONAL INNOVATIONS, INC. DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN | SHAWNEE MISSION KS | 236 | $17.0M | $712K |
| 3 | FAVORITE HEALTHCARE STAFFING LLC |
OVERLAND PARK KS |
| 2,105 |
| $38.6M |
| $477K |
| 4 | MAXMARA USA, INC. MAXMARA USA, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 267 | $19.5M | $97K |
| 5 | TECHNICA LLC TECHNICA LLC 401(K) PLAN | CHARLESTON SC | 952 | $16.6M | $87K |
| 6 | FIRST DAKOTA TITLE LIMITED PARTNERSHIP FIRST DAKOTA TITLE 401(K) PLAN | SIOUX FALLS SD | 88 | $3.5M | $70K |
| 7 | CAUDILL SEED AND WAREHOUSE CO., INC CSC PROFIT SHARING & 401(K) PLAN | LOUISVILLE KY | 99 | $11.8M | $14K |
| 8 | AVANTE CARE MANAGEMENT LLC ABSOLUT RETIREMENT SAVINGS PLAN | ROSLYN HEIGHTS NY | 796 | $10.3M | $9K |
