Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Metropolitan West Total Ret Bd-M Mutual fund in their Schedule of Assets, totaling $71.6M 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 | SMART & FINAL LLC SMART & FINAL 401(K) SAVINGS PLAN | CITY OF COMMERCE CA | 9,837 | $386.5M | $44.8M |
| 2 | MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC 401(K) PLAN & TRUST | BIRMINGHAM AL | 801 | $409.8M | $25.9M |
| 3 | MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC ASSOCIATES 401(K) PLAN & TRUST |
BIRMINGHAM AL |
| 195 |
| $10.8M |
| $675K |
| 4 | PROJECT RENEWAL, INC. PROJECT RENEWAL, INC. EMPLOYEES' RETIREMENT PLAN | NEW YORK NY | 46 | $3.4M | $160K |