Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Metropolitan West Intermediate Bond I Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | ALLERGY ASSOCIATES, P.A. ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 281 | $19.9M | $549K |
| 2 | MEDIC, INC. MEDIC, INC. 401(K) PLAN | KNOXVILLE TN | 133 | $10.3M | $378K |
| 3 | AESSEAL INC. AESSEAL, INC. 401(K) RETIREMENT PLAN |
ROCKFORD TN |
| 158 |
| $12.1M |
| $285K |
| 4 | AVERTIUM, LLC AVERTIUM, LLC 401(K) PLAN | NASHVILLE TN | 125 | $13.3M | $149K |
