Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Western Asset Western Asset Core Plus Bond Is 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ETHICAL CULTURE FIELDSTON SCHOOL ETHICAL CULTURE FIELDSTON SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 388 | $206.3M | $1.2M |
| 2 | CLAIMS RECOVERY FINANCIAL SERVICES LLC CLAIMS RECOVERY FINANCIAL SERVICES 401K PLAN | ALBION NY | 70 | $4.6M | $148K |
| 3 | GERRESHEIMER PEACHTREE CITY, INC. |
PEACHTREE CITY GA |
| 206 |
| $7.0M |
| $133K |
| 4 | MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS MENTAL HEALTH ASSOCIATION OF SOUTH CENTRAL KANSAS 401(K) PLAN | WICHITA KS | 160 | $3.1M | $20K |
