Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Metropolitan West Metropolitan West Total Rturn Bd I 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BEVERLY HOSPITAL BEVERLY HOSPITAL MATCHING SAVINGS PLAN | MONTEBELLO CA | 219 | $41.0M | $5.6M |
| 2 | CAYUGA MEDICAL CENTER AT ITHACA CAYUGA HEALTH 403(B) PLAN | ITHACA NY | 1,948 | $121.5M | $2.8M |
| 3 | OKLAHOMA CHRISTIAN UNIVERSITY OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
EDMOND OK |
| 356 |
| $53.1M |
| $626K |
| 4 | ADIRONDACK MEDICAL CENTER DBA ADIRONDACK HEALTH THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN | SARANAC LAKE NY | 837 | $102.1M | $606K |
| 5 | OXFAM AMERICA, INC. OXFAM AMERICA 403(B) PLAN | BOSTON MA | 227 | $22.8M | $438K |
| 6 | OXFAM AMERICA, INC. OXFAM AMERICA RETIREMENT PLAN | BOSTON MA | 227 | $19.5M | $170K |
