Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Western Asset Western Asset Core Plus Bond - in their Schedule of Assets, totaling $4.9M 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 | ELIZABETHTOWN COLLEGE ELIZABETHTOWN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELIZABETHTOWN PA | 612 | $154.0M | $3.4M |
| 2 | ACOUSTI ENGINEERING COMPANY OF FLORIDA ACOUSTI ENGINEERING COMPANY OF FLORIDA 401(K) PLAN | ORLANDO FL | 534 | $33.0M | $664K |
| 3 | DETROIT SYMPHONY ORCHESTRA, INC. |
DETROIT MI |
| 94 |
| $5.2M |
| $515K |
| 4 | CLEARWATER FEDERAL CREDIT UNION CLEARWATER FEDERAL CREDIT UNION 401(K) PLAN | MISSOULA MT | 170 | $20.9M | $272K |
| 5 | A.R.M. 401(K) PLAN A.R.M. 401(K) PLAN | LAKELAND FL | 195 | $2.8M | $45K |
| 6 | KENT DISTRIBUTORS, INC. KENT COMPANIES 401K PLAN | MIDLAND TX | 572 | $13.9M | $11K |