Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Metropolitan West Total return Bond Fund; Class I Shares in their Schedule of Assets, totaling $12.7M 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 | MCANDREWS, HELD & MALLOY, LTD. MCANDREWS, HELD & MALLOY, LTD. PROFIT SHARING PLAN | CHICAGO IL | 133 | $140.0M | $9.1M |
| 2 | BOND, SCHOENECK & KING PLLC BOND, SCHOENECK & KING PLLC 401K SAVINGS PLAN | SYRACUSE NY | 520 | $214.2M | $2.4M |
| 3 | LICKING MEMORIAL HEALTH SYSTEMS |
NEWARK OH |
| 2,475 |
| $159.8M |
| $828K |
| 4 | JOINT BOARD OF TRUSTEES OF IBEW LOCAL 575 PENSION FUND IBEW LOCAL 575 PENSION FUND | ONA WV | 893 | $112.5M | $399K |
