Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Metropolitan West Total Return Bd I in their Schedule of Assets, totaling $1.5M 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 | TRINITY CHRISTIAN ACADEMY TRINITY CHRISTIAN ACADEMY EMPLOYER FUNDED RETIREMENT PLAN | ADDISON TX | 205 | $18.6M | $912K |
| 2 | WIPAIRE INC. WIPAIRE INC. PROFIT SHARING PLAN | SOUTH ST. PAUL MN | 215 | $23.1M | $593K |
| 3 | AMBROSIA QSR SUPPORT CENTER, LLC AMBROSIA QSR SUPPORT CENTER, LLC 401(K) PLAN |
VANCOUVER WA |
| 2,854 |
| $1.5M |
| $11K |