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 PL in their Schedule of Assets, totaling $3.4M 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 | OLD SECOND BANCORP, INC. OLD SECOND BANCORP, INC. EMPLOYEES' 401(K) SAVINGS PLAN & TRUST | AURORA IL | 883 | $101.6M | $3.1M |
| 2 | CLICK N' CLOSE, INC. CLICK N' CLOSE, INC. 401(K) PLAN | ADDISON TX | 285 | $24.6M | $335K |
| 3 | SLABE MACHINE PRODUCTS COMPANY SLABE MACHINE PRODUCTS COMPANY 401(K) RETIREMENT SAVINGS PLAN & TRUST |
WILLOUGHBY OH |
| 146 |
| $6.4M |
| $9K |
