Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding WESTERN ASSET CORE PLUS BOND R in their Schedule of Assets, totaling $61K 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 | HANNA INSTRUMENTS, INC. HANNA INSTRUMENTS, INC. 401K PROFIT SHARING PLAN AND TRUST | WOONSOCKET RI | 119 | $7.8M | $31K |
| 2 | THE LEARNING EXPERIENCE CORPORAT THE LEARNING EXPERIENCE 401K PLAN | DEERFIELD BEACH FL | 542 | $6.9M | $20K |
| 3 | AUDRIK INC. AUDRIK INC 401K PROFIT SHARING PLAN & TRUST |
LIVONIA MI |
| 94 |
| $1.3M |
| $7K |
| 4 | SBK CAPITAL, LLC SBK CAPITAL, LLC 401(K) PLAN | PALM SHORES FL | 1,667 | $11.8M | $4K |