Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund Class I - in their Schedule of Assets, totaling $44.5M 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 | THE ANDERSONS, INC. THE ANDERSONS, INC. RETIREMENT SAVINGS INVESTMENT PLAN | MAUMEE OH | 2,020 | $368.4M | $15.8M |
| 2 | SM ENERGY COMPANY PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY | DENVER CO | 199 | $60.0M | $12.8M |
| 3 | BD TEES H&W TRUST FD FOR IUOE L 99&99A |
BALTIMORE MD |
| 2,807 |
| $89.9M |
| $6.1M |
| 4 | HALDOR TOPSOE, INC. DEFERRED SALARY PLAN FOR EMPLOYEES OF HALDOR TOPSOE, INC. | HOUSTON TX | 212 | $87.2M | $5.4M |
| 5 | ROSS CONTROLS ROSS CONTROLS RETIREMENT PLAN | FERNDALE MI | 99 | $35.3M | $1.1M |
| 6 | MOTORS & ARMATURES, INC. MOTORS & ARMATURES, INC. RETIREMENT PLAN | HAUPPAUGE NY | 148 | $42.8M | $1.1M |
| 7 | MEASUREMENT INCORPORATED MEASUREMENT INCORPORATED 401(K) PLAN | DURHAM NC | 291 | $22.1M | $971K |
| 8 | BALLET MAKERS INC. BALLET MAKERS, INC. SALARY REDUCTION 401(K) PLAN | TOTOWA NJ | 121 | $12.6M | $269K |
| 9 | IMAGINE BELIEVE REALIZE LLC IMAGINE BELIEVE REALIZE LLC 401(K) PROFIT SHARING PLAN AND TRUST | ROCKLEDGE FL | 259 | $14.5M | $162K |
| 10 | TRENDS INTERNATIONAL, LLC TRENDS INTERNATIONAL, LLC 401(K) PLAN | INDIANAPOLIS IN | 200 | $16.7M | $156K |
