Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Met. West Total Return Bond Mutual fund in their Schedule of Assets, totaling $1.8M 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 | BARKSDALE FEDERAL CREDIT UNION BARKSDALE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BOSSIER CITY LA | 589 | $33.8M | $910K |
| 2 | MASONIC CARE COMMUNITY OF NY MASONIC CARE COMMUNITY OF NY 403(B) RETIREMENT SAVINGS PLAN | UTICA NY | 756 | $15.8M | $400K |
| 3 | COMMUNITY WELLNESS PARTNERS, INC. |
CLINTON NY |
| 605 |
| $11.2M |
| $228K |
| 4 | ATTANE, INC. ATTANE, INC. RETIREMENT SAVINGS PLAN | KANSAS CITY MO | 139 | $16.4M | $227K |