Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Metropolitan West Funds Metropolitan West Total Return Bond Fund in their Schedule of Assets, totaling $2.1M 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 | TOTES ISOTONER CORPORATION TOTES ISOTONER CORPORATION RETIREMENT SAVINGS PLAN | CINCINNATI OH | 137 | $39.2M | $1.4M |
| 2 | DALLAS ZOO MANAGEMENT, INC. DALLAS ZOO MANAGEMENT, INC. 401(K) PLAN | DALLAS TX | 288 | $16.8M | $333K |
| 3 | CREDIT UNION ONE CREDIT UNION ONE CAPITAL ACCUMULATION PLAN |
FERNDALE MI |
| 338 |
| $30.6M |
| $319K |
| 4 | PIONEER LINES, INC. PIONEER LINES, INC. 401(K) PLAN | JACKSONVILLE FL | 0 | $0 | $67K |