Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Western Asset in their Schedule of Assets, totaling $2.4M 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 | LINCOLN LEARNING SOLUTIONS LINCOLN LEARNING SOLUTIONS 401(K) PLAN | ALIQUIPPA PA | 265 | $31.1M | $955K |
| 2 | LOWER CAPE FEAR LIFECARE LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN | WILMINGTON NC | 438 | $20.7M | $500K |
| 3 | WHC, LLC WHC EMPLOYEES' 401(K) RETIREMENT PLAN |
BROUSSARD LA |
| 853 |
| $13.4M |
| $329K |
| 4 | REFAC OPTICAL GROUP REFAC OPTICAL GROUP 401(K) PLAN | BLACKWOOD NJ | 542 | $22.3M | $262K |
| 5 | ALLEN OVERY SHEARMAN STERLING US LLP ALLEN & OVERY LLP CASH BALANCE PENSION PLAN | NEW YORK NY | 89 | $41.8M | $218K |
| 6 | GOULD ACADEMY GOULD ACADEMY RETIREMENT PLAN | BETHEL ME | 109 | $17.9M | $80K |
| 7 | PARK PLACE SURGERY CENTER, LLC PARK PLACE SURGICAL HOSPITAL 401K PLAN AND TRUST | LAFAYETTE LA | 226 | $11.8M | $76K |
