Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Metropolitan West Metropolitan West Total Return Bond Fund in their Schedule of Assets, totaling $57.3M 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 | DUNCAN AVIATION, INC. DUNCAN AVIATION, INC. 401(K) RETIREMENT PLAN | LINCOLN NE | 2,985 | $446.1M | $16.4M |
| 2 | HUMC OPCO LLC (D/B/A CAREPOINT HEALTH - HOBOKEN UNIVERSITY MED CENTER) CAREPOINT 401(K) PLAN | HOBOKEN NJ | 3,144 | $150.1M | $9.6M |
| 3 | BROWNSTEIN HYATT FARBER SCHRECK, LLP |
DENVER CO |
| 568 |
| $247.8M |
| $6.2M |
| 4 | UB GREENSFELDER LLP UB GREENSFELDER LLP RETIREMENT/401(K) PLAN | CLEVELAND OH | 292 | $191.4M | $5.9M |
| 5 | DAYTON-PHOENIX GROUP, INC. DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | DAYTON OH | 195 | $40.9M | $5.3M |
| 6 | MEDHOST OF TENNESSEE, INC. MEDHOST EMPLOYEE STOCK OWNERSHIP PLAN | FRANKLIN TN | 554 | $109.5M | $4.3M |
| 7 | DAYTON-PHOENIX GROUP, INC. DAYTON-PHOENIX GROUP, INC. HOURLY EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | DAYTON OH | 108 | $16.5M | $4.1M |
| 8 | VIGOR INDUSTRIAL LLC VIGOR INDUSTRIAL LLC SAVINGS PLAN | PORTLAND OR | 441 | $73.1M | $1.4M |
| 9 | VIGOR INDUSTRIAL LLC VIGOR INDUSTRIAL LLC RETIREMENT PLAN | PORTLAND OR | 1,200 | $74.4M | $896K |
| 10 | BUCKEYE CORRUGATED, INC. BUCKEYE CORRUGATED, INC. 401(K) PLAN AND TRUST | FAIRLAWN OH | 872 | $54.6M | $535K |
