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 Pln in their Schedule of Assets, totaling $14.1M 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 | ASPEN DENTAL MANAGEMENT, INC. ASPEN DENTAL 401(K) PLAN | EAST SYRACUSE NY | 20,569 | $327.0M | $10.9M |
| 2 | HERZOG CONTRACTING CORP. HERZOG CONTRACTING CORP. 401(K) PLAN | ST JOSEPH MO | 1,593 | $154.0M | $2.5M |
| 3 | HERZOG TRANSIT SERVICES, INC. HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION |
IRVING TX |
| 360 |
| $14.3M |
| $374K |
| 4 | TRANSITAMERICA SERVICES, INC. TRANSITAMERICA SERVICES, INC. 401(K) PLAN - UNION | SAN JOSE CA | 436 | $20.1M | $321K |
