Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Metropolitan West Total Return Bd Plan Fund Mutual Funds in their Schedule of Assets, totaling $2.9M 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 | MITCHELL LEWIS & STAVER CO. MITCHELL LEWIS & STAVER CO. 401(K) PROFIT SHARING PLAN | WILSONVILLE OR | 176 | $12.2M | $2.9M |
