Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Metropolitan West Funds Metropolitan West Total Return I in their Schedule of Assets, totaling $10.2M 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 | WELLONS GROUP, INC. WELLONS GROUP, INC. PROFIT SHARING PLAN AND TRUST | VANCOUVER WA | 164 | $45.5M | $4.9M |
| 2 | NATIONAL FROZEN FOODS CORPORATION NATIONAL FROZEN FOODS CORPORATION EMPLOYEES' PENSION PLAN | SEATTLE WA | 129 | $35.6M | $3.8M |
| 3 | NATIONAL FROZEN FOODS CORPORATION |
PASCO WA |
| 73 |
| $20.3M |
| $1.4M |
