Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Metropolitan West Funds in their Schedule of Assets, totaling $106.4M 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 | GOOGLE LLC GOOGLE LLC 401(K) SAVINGS PLAN | MOUNTAIN VIEW CA | 114,321 | $48.7B | $88.0M |
| 2 | THE BAUPOST GROUP, L.L.C. BAUPOST GROUP SAVINGS RETIREMENT PLAN | BOSTON MA | 240 | $156.2M | $9.9M |
| 3 | HEMENWAY & BARNES LLP HEMENWAY & BARNES 401(K) PLAN |
BOSTON MA |
| 131 |
| $68.3M |
| $5.7M |
| 4 | THERMON, INC. THERMON INC. 401(K) PLAN | SAN MARCOS TX | 580 | $57.6M | $1.5M |
| 5 | HOLDEN INDUSTRIES, INC. HOLDEN INDUSTRIES, INC. RETIREMENT PLAN | DEERFIELD IL | 1,277 | $78.2M | $1.2M |
| 6 | REFAC OPTICAL GROUP REFAC OPTICAL GROUP 401(K) PLAN | BLACKWOOD NJ | 542 | $22.3M | $49K |
