Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund Mutual fund -- in their Schedule of Assets, totaling $204.0M 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 | THE GORES GROUP, LLC THE GORES GROUP, LLC - 401K PLAN | BEVERLY HILLS CA | 1,388 | $361.3M | $35.2M |
| 2 | FLEXTRONICS INTERNATIONAL USA, INC. FLEX 401(K) PLAN | AUSTIN TX | 10,524 | $1.2B | $22.0M |
| 3 | THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN |
DENVER CO |
| 1,368 |
| $446.9M |
| $21.4M |
| 4 | MUNGER, TOLLES & OLSON LLP MTO 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 462 | $282.2M | $11.7M |
| 5 | HOUGHTON MIFFLIN HARCOURT PUBLISHING COMPANY HOUGHTON MIFFLIN 401(K) SAVINGS PLAN | BOSTON MA | 2,768 | $644.2M | $8.9M |
| 6 | MOSS ADAMS LLP 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP & AFFILIATES | SEATTLE WA | 3,963 | $633.5M | $8.7M |
| 7 | XPERI INC. XPERI INC. 401(K) PLAN | CALABASAS CA | 695 | $387.6M | $7.8M |
| 8 | IRELL & MANELLA LLP IRELL & MANELLA PROFIT SHARING PLAN | LOS ANGELES CA | 112 | $220.7M | $7.5M |
| 9 | GROUP VOYAGERS, INC. GROUP VOYAGERS, INC. EMPLOYEES' 401(K) PLAN | DENVER CO | 525 | $96.4M | $7.4M |
| 10 | JEFFER MANGELS BUTLER & MITCHELL LLP JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 180 | $150.6M | $7.2M |
