Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Western Asset Western Asset Core Bond IS in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | POLYTECHNIC SCHOOL POLYTECHNIC SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PASADENA CA | 237 | $99.9M | $838K |
| 2 | TRANSITION FINANCE STRATEGIES, LLC DBA BLUE RIDGE ASSOCIATES BLUE RIDGE 401(K) PLAN | CHARLOTTESVILLE VA | 210 | $18.4M | $322K |
| 3 | LANG MASONRY CONTRACTORS, INC. |
WATERFORD OH |
| 550 |
| $25.2M |
| $244K |
| 4 | OLINK PROTEOMICS INC OLINK PROTEOMICS INC 401(K) PROFIT SHARING PLAN & TRUST | WALTHAM MA | 153 | $10.0M | $9K |
| 5 | FLOGISTIX, LP FLOGISTIX, LP 401(K) PLAN | OKLAHOMA CITY OK | 453 | $21.1M | $8K |
