Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Western Asset Western Asset Core Bond in their Schedule of Assets, totaling $1.5M 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 | LIBERTY STEEL INDUSTRIES, INC. LIBERTY STEEL INDUSTRIES, INC. 401(K) RETIREMENT PLAN | WARREN OH | 150 | $8.3M | $1.1M |
| 2 | TREW, LLC TREW, LLC. 401(K) PLAN | WEST CHESTER OH | 448 | $27.8M | $206K |
| 3 | SPECIALTY WASHER CO. OF SC, INC. SPECIALTY WASHER CO. PROFIT SHARING 401(K) PLAN |
BAMBERG SC |
| 109 |
| $13.0M |
| $193K |
