Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding WESTERN ASSET INVESTMENT GRADE COMMERCIAL MORTGAGE, L.L.C. in their Schedule of Assets, totaling $201.3M 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 | WESTERN ASSET MANAGEMENT COMPANY, LLC WESTERN ASSET OPPORTUNISTIC STRUCTURED SECURITIES PORTFOLIO, L.L.C. | PASADENA CA | — | $285.9M | $98.2M |
| 2 | WESTERN ASSET MANAGEMENT COMPANY, LLC WESTERN ASSET MORTGAGE BACKED SECURITIES PORTFOLIO, L.L.C. | PASADENA CA | — | $873.1M | $68.1M |
| 3 | AT&T INC. |
DALLAS TX |
| — |
| $11.7B |
| $22.8M |
| 4 | NXP USA, INC. NXP 401(K) RETIREMENT PLAN | AUSTIN TX | 4,779 | $3.8B | $3.7M |
| 5 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND INT'L BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND | WASHINGTON DC | 472,935 | $2.8B | $3.4M |
| 6 | WESTERN ASSET MANAGEMENT COMPANY, LLC WESTERN ASSET US LONG DURATION, L.L.C. | PASADENA CA | — | $162.4M | $2.7M |
| 7 | BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUND NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN | HARTFORD CT | 9,160 | $1.0B | $1.7M |
| 8 | PANTEXAS DETERRENCE, LLC DEFINED BENEFIT PLANS MTIA | AMARILLO TX | — | $402.6M | $877K |
