Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding WstAsst Core Bond Fund Is Registered Investment Company in their Schedule of Assets, totaling $4.1M 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 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $3.3M |
| 2 | LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN | WEST ALLIS WI | 840 | $28.4M | $310K |
| 3 | AMERICAN TECHNOLOGY SOLUTIONS |
FREDERICKSBURG VA |
| 143 |
| $8.0M |
| $258K |
| 4 | ABEL CONSTRUCTION COMPANY, INC. ABEL CONSTRUCTION COMPANY, INC. 401K SAVINGS PLAN | LOUISVILLE KY | 122 | $11.6M | $173K |
