Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Metropolitan West Metwest Tot Rtn BD I in their Schedule of Assets, totaling $2.6M 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 | OZINGA BROS., INC. OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST | MOKENA IL | 650 | $142.7M | $1.3M |
| 2 | NEWPOINT HOLDINGS JV LLC NEWPOINT HOLDINGS JV LLC 401K PLAN | PLANO TX | 237 | $26.3M | $664K |
| 3 | O'NEAL, INC. O'NEAL, INC. 401(K) PLAN AND TRUST |
GREENVILLE SC |
| 95 |
| $36.9M |
| $339K |
| 4 | BOKA POWELL, LLC BOKA POWELL, LLC. 401(K) PLAN | DALLAS TX | 84 | $13.2M | $318K |
