Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Western Asset Cr Pls Bd Is Fd in their Schedule of Assets, totaling $3.2M 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 | BEFESA ZINC US INC. BEFESA ZINC US INC. SALARIED RETIREMENT SAVINGS PLAN | MOON TWP PA | 109 | $16.0M | $1.1M |
| 2 | CANTERBURY PARK HOLDING CORP. CANTERBURY PARK 401(K) RETIREMENT PLAN | SHAKOPEE MN | 612 | $36.7M | $861K |
| 3 | BEFESA ZINC US INC. BEFESA ZINC US INC. HOURLY RETIREMENT SAVINGS PLAN |
MOON TWP PA |
| 224 |
| $10.7M |
| $391K |
| 4 | OVATION HOLDINGS OVATION HOLDINGS 401(K) RETIREMENT PLAN | RIVERDALE IA | 789 | $45.3M | $369K |
| 5 | ALTERMAN GROUP, INC. ALTERMAN GROUP, INC. 401(K) PLAN | LIVE OAK TX | 392 | $28.0M | $255K |
| 6 | CREATIVE BUSINESS SOLUTIONS,INC. CREATIVE BUSINESS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | BOWIE MD | 64 | $5.3M | $101K |
| 7 | SOUTHERN EAGLE DISTRIBUTING, INC SOUTHERN EAGLE DISTRIBUTING, INC 401(K) RETIREMENT PLAN | FORT PIERCE FL | 289 | $14.3M | $70K |
| 8 | CAIPA MSO LLC CAIPA MSO LLC 401(K) PLAN | NEW YORK NY | 141 | $11.2M | $22K |
| 9 | POSTAL CENTER INTERNATIONAL, INC POSTAL CENTER INTERNATIONAL, INC. 401(K) PLAN | WESTON FL | 294 | $4.4M | $804 |
| 10 | RAPID-LINE, INC. RAPID-LINE, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | GRAND RAPIDS MI | 78 | $11.3M | $6 |
