Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund Class Institutional in their Schedule of Assets, totaling $3.5M 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 | BIG GAIN, INC. BIG GAIN, INC. 401(K) PROFIT SHARING PLAN | MANKATO MN | 173 | $27.0M | $2.9M |
| 2 | PLOTE CONSTRUCTION, INC. THE PLOTE COMPANIES 401(K) PLAN | HOFFMAN ESTATES IL | 138 | $24.9M | $550K |