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 Registered Investment Company in their Schedule of Assets, totaling $424K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIRST AMERICAN BANK FIRST AMERICAN BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | ARTESIA NM | 197 | $81.5M | $207K |
| 2 | PEDIATRIC ASSOCIATES HOLDING COMPANY PEDIATRIC ASSOCIATES, LLC RETIREMENT SAVINGS PLAN | PLANTATION FL | 915 | $9.1M | $154K |
| 3 | P. J. FITZPATRICK, INC. |
NEW CASTLE DE |
| 222 |
| $6.4M |
| $52K |
| 4 | ROCHE BOBOIS USA LTD ROCHE BOBOIS USA LTD 401(K) PROFIT SHARING PLAN & TRUST | SECAUCUS NJ | 227 | $1.6M | $11K |
