Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Metropolitan West Intermediate Bond Fund 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 | AXLEY BRYNELSON, LLP AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN | MADISON WI | 114 | $92.0M | $9.2M |
| 2 | LEWIS THOMASON, P.C. LEWIS THOMASON, P.C. 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 129 | $52.9M | $1.0M |