Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Metropolitan West Total Return Bond - in their Schedule of Assets, totaling $192.0M 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 | BOT, NORTHWEST SHEET METAL WORKERS HEALTH & WELFARE PLAN NORTHWEST SHEET METAL WORKERS HEALTH AND WELFARE PLAN | SPOKANE WA | 6,169 | $196.0M | $66.5M |
| 2 | EL CAMINO HOSPITAL EL CAMINO HOSPITAL CASH BALANCE PLAN | MOUNTAIN VIEW CA | 3,797 | $391.5M | $40.7M |
| 3 | MARRIOTT VACATIONS WORLDWIDE CORP. |
ORLANDO FL |
| 16,954 |
| $903.0M |
| $15.9M |
| 4 | INCYTE CORPORATION INCYTE CORPORATION 401(K) PLAN | WILMINGTON DE | 1,903 | $513.0M | $14.7M |
| 5 | LIPPERT COMPONENTS, INC. LIPPERT COMPONENTS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | ELKHART IN | 9,605 | $304.3M | $8.5M |
| 6 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIVERSITY OF S.C. UMA RETIREMENT PLAN | CHARLESTON SC | 2,775 | $756.3M | $8.1M |
| 7 | BRONXCARE HEALTH SYSTEM THE PENSION PLAN AND TRUST FOR THE EMPLOYEES OF BRONXCARE HEALTH SYSTEM | BRONX NY | 648 | $311.2M | $8.0M |
| 8 | NATIONWIDE CHILDREN'S HOSPITAL, INC. NATIONWIDE CHILDREN'S HOSPITAL DEFINED CONTRIBUTION PLAN | COLUMBUS OH | 16,511 | $1.0B | $5.9M |
| 9 | BHI SENIOR LIVING, INC. BHI SENIOR LIVING, INC. EMPLOYEE RETIREMENT PLAN | INDIANAPOLIS IN | 1,740 | $52.2M | $4.7M |
| 10 | HAAS AUTOMATION, INC. HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN | OXNARD CA | 1,377 | $356.1M | $3.8M |
