Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Metropolitan West Funds Metropolitan West Total Return Bond Plan in their Schedule of Assets, totaling $9.5M 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 | ZEP INC. ZEP INC. 401(K) PLAN | ATLANTA GA | 1,067 | $160.0M | $5.5M |
| 2 | REHAU INCORPORATED REHAU RETIREMENT SAVINGS PLAN | LEESBURG VA | 781 | $83.0M | $1.5M |
| 3 | GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. 403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. |
PORTLAND OR |
| 92 |
| $5.0M |
| $996K |
| 4 | RRMM ARCHITECTS, P.C. RRMM ARCHITECTS, P. C. 401(K) PLAN | CHESAPEAKE VA | 130 | $19.3M | $867K |
| 5 | BLUEHALO CYBER SOLUTIONS, LLC ASYMMETRIK, LTD. 401(K) PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 0 | $0 | $341K |
| 6 | AUTOMALL PAYROLL SERVICES LTD AUTOMALL PAYROLL SERVICES LTD 401(K) PLAN AND TRUST | WEST ISLIP NY | 1,147 | $16.7M | $196K |
| 7 | BLUE RIDGE COMMUNITY HEALTH SERVICES INC. BLUE RIDGE COMMUNITY HEALTH SERVICES INC. EMPLOYER'S 403(B) PLAN | HENDERSONVILLE NC | 696 | $16.7M | $96K |
