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 TotRet Bnd I 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM NY | 21,939 | $647.6M | $838K |
| 2 | CALIFORNIA LUTHERAN UNIVERSITY CALIFORNIA LUTHERAN UNIVERSITY EMPLOYEE RETIREMENT PLAN | THOUSAND OAKS CA | 593 | $160.9M | $542K |
| 3 | ALABAMA CHRISTIAN ACADEMY |
MONTGOMERY AL |
| 95 |
| $8.3M |
| $10K |
