Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding METROPOLITAN WEST TOTAL RET BD Registered Investment Company in their Schedule of Assets, totaling $44.7M 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 | THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN | DENVER CO | 1,368 | $446.9M | $21.4M |
| 2 | PARK-OHIO INDUSTRIES, INC. PARK-OHIO INDUSTRIES, INC. 401(K) RETIREMENT PLAN | MAYFIELD HEIGHTS OH | 2,278 | $167.9M | $7.7M |
| 3 | JOINT BOARD OF TRUSTEES OF THE IBEW LOCAL 972 PENSION FUND |
RENO OH |
| 597 |
| $89.8M |
| $7.0M |
| 4 | ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 429 | $303.2M | $3.6M |
| 5 | WORLD GROUP LLC THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 876 | $75.1M | $2.7M |
| 6 | WORLD SHIPPING, INC. THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 967 | $46.6M | $2.1M |
| 7 | TORTOISEECOFIN INVESTMENTS, LLC TORTOISEECOFIN INVESTMENTS 401(K) PLAN | OVERLAND PARK KS | 107 | $19.7M | $344K |
| 8 | ALLIED PHYSICIANS INC. ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST | FORT WAYNE IN | 0 | $18.6M | $21K |
| 9 | POYNER SPRUILL LLP POYNER SPRUILL LLP SAVINGS AND RETIREMENT PLAN | RALEIGH NC | 171 | $71.8M | $2K |
