Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Metropolitan West Metropolitan West Total Return Bond I in their Schedule of Assets, totaling $33.0M 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 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I | DALLAS TX | 490 | $309.0M | $6.8M |
| 2 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $6.1M |
| 3 | SARATOGA HOSPITAL |
SARATOGA SPRINGS NY |
| 3,219 |
| $367.6M |
| $5.9M |
| 4 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II | DALLAS TX | 514 | $207.0M | $5.3M |
| 5 | ST. LAWRENCE HEALTH SYSTEM, INC. ST. LAWRENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN | POTSDAM NY | 2,142 | $173.1M | $3.4M |
| 6 | HIWAY CREDIT UNION HIWAY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | SAINT PAUL MN | 150 | $54.5M | $1.6M |
| 7 | COMSTOCK RESOURCES, INC. COMSTOCK RESOURCES, INC. 401(K) PROFIT SHARING PLAN | FRISCO TX | 258 | $43.9M | $1.6M |
| 8 | SOUTH NASSAU COMMUNITIES HOSPITAL SOUTH NASSAU COMMUNITIES HOSPITAL EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN | OCEANSIDE NY | 4,084 | $358.6M | $1.4M |
| 9 | BARENTZ NORTH AMERICA, LLC BARENTZ NORTH AMERICA, LLC 401(K) RETIREMENT PLAN | AVON OH | 338 | $38.3M | $925K |
| 10 | VERIGON, LLC VERIGON, LLC 401(K) PLAN | TEMPE AZ | 302 | $8.1M | $43K |
