Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Metropolitan West Funds Metropolitan West Total Return Bond in their Schedule of Assets, totaling $2.8M 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 | INTERNATIONAL DAIRY QUEEN, INC. INTERNATIONAL DAIRY QUEEN, INC. RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 424 | $95.3M | $2.5M |
| 2 | WORLD RELIEF WORLD RELIEF 401(K) PLAN | TOWSON MD | 1,211 | $36.5M | $247K |