Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Metropolitan West Total Return Bond Class I in their Schedule of Assets, totaling $2.6M 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 | REHAB JV, LLC, DBA SHELTERING ARMS INSTITUTE SHELTERING ARMS 403(B) RETIREMENT PLAN | RICHMOND VA | 753 | $76.2M | $1.7M |
| 2 | ORLEANS COMMUNITY HEALTH ORLEANS COMMUNITY HEALTH RETIREMENT SAVINGS 403(B) PLAN | MEDINA NY | 352 | $18.4M | $875K |
| 3 | TRIDENT TRUST COMPANY (SOUTH DAKOTA) INC. |
SIOUX FALLS SD |
| 112 |
| $6.9M |
| $17K |
| 4 | SYNERGY IT SOLUTIONS OF NYS, INC. SYNERGY GLOBAL SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CHEEKTOWAGA NY | 94 | $8.8M | $8K |
| 5 | ORLEANS COMMUNITY HEALTH ORLEANS COMMUNITY HEALTH PENSION PLAN | MEDINA NY | 4 | $60K | $1K |
