Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Western Western Asset Core Bond IS in their Schedule of Assets, totaling $720K 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 | MILLENNIUM PHYSICIANS ASSOCIATION, PLLC MILLENNIUM PHYSICIANS ASSOCIATION, PLLC 401(K) PLAN | THE WOODLANDS TX | 379 | $17.1M | $434K |
| 2 | SIEBERT WILLIAMS SHANK & CO., LLC SIEBERT WILLIAMS SHANK & CO., LLC 401K SAVINGS PLAN | NEW YORK CITY NY | 146 | $57.5M | $269K |
| 3 | SOUTHERN COLORADO CLINIC, PC |
PUEBLO CO |
| 86 |
| $5.8M |
| $14K |
| 4 | IAN MARTIN PBC IAN MARTIN PBC 401K PLAN | HOUSTON TX | 400 | $2.1M | $3K |
