Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MET WEST TOTAL RETURN BND PLAN in their Schedule of Assets, totaling $1.5M 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 | MCKINLEY CAPITAL MANAGEMENT, LLC MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN | ANCHORAGE AK | 91 | $24.8M | $409K |
| 2 | MARLETTE FUNDING, LLC MARLETTE FUNDING, LLC 401(K) PLAN | WILMINGTON DE | 571 | $40.6M | $341K |
| 3 | BERLIN ROSEN LTD. BERLIN ROSEN LTD. 401K P/S PLAN |
NEW YORK NY |
| 393 |
| $21.0M |
| $275K |
| 4 | MOULTON LOGISTICS MANAGEMENT MOULTON LOGISTICS MANAGEMENT | VAN NUYS CA | 143 | $5.1M | $195K |
| 5 | IAN MARTIN PBC IAN MARTIN PBC 401K PLAN | HOUSTON TX | 400 | $2.1M | $128K |
| 6 | BEAUCHAMP DISTRIBUTING COMPANY BEAUCHAMP DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN | COMPTON CA | 118 | $7.8M | $116K |
| 7 | FOX MARKETING, INC. FOX PEST CONTROL 401(K) PLAN | LOGAN UT | 804 | $2.1M | $4K |