Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Metropolitan West T/R Bond Fd Mutual fund in their Schedule of Assets, totaling $1.9M 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 | UNITED WAY OF GREATER CLEVELAND DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER CLEVELAND | CLEVELAND OH | 6 | $8.5M | $979K |
| 2 | BRIDGERS AND PAXTON CONSULTING ENGINEERS, INC. BRIDGERS AND PAXTON'S 401(K) EMPLOYEE RETIREMENT PLAN | ALBUQUERQUE NM | 158 | $27.5M | $964K |
