Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Metropolitan West Metropolitan West Total Return Bond Fund I in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE LAKES REGION MENTAL HEALTH CENTER, INC. THE LAKES REGION MENTAL HEALTH CENTER, INC. 403(B) PLAN | LACONIA NH | 179 | $9.7M | $1.2M |
| 2 | PRIDE MOBILITY PRODUCTS CORPORATION PRIDE MOBILITY PRODUCTS 401(K) PROFIT SHARING PLAN | DURYEA PA | 969 | $62.2M | $200K |
| 3 | LA CAPITOL FEDERAL CREDIT UNION |
BATON ROUGE LA |
| 157 |
| $5.1M |
| $45K |
