Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding WstAsst Core Plus Bond Fund IS Registered Investment Company in their Schedule of Assets, totaling $926K 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 | SECURITY SERVICES HOLDINGS LLC PROTOS SECURITY 401(K) PLAN | NORWALK CT | 8,167 | $38.7M | $646K |
| 2 | STRATEGIC ALLIANCE BUSINESS GROUP STRATEGIC ALLIANCE BUSINESS GROUP 401(K) PLAN | FAIRFAX VA | 313 | $26.6M | $172K |
| 3 | DOCEBO NA INC. DOCEBO 401K PLAN |
ATHENS GA |
| 189 |
| $8.9M |
| $108K |
