Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund Mutual Fund N/A in their Schedule of Assets, totaling $15.6M 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 | ALTERRA MOUNTAIN COMPANY ALTERRA MOUNTAIN COMPANY U.S. INC. 401(K) RETIREMENT PLAN | DENVER CO | 19,494 | $365.8M | $5.4M |
| 2 | XANTERRA PARKS & RESORTS, INC. XANTERRA PARKS & RESORTS, INC. EMPLOYEE SAVINGS PLAN | GREENWOOD VILLAGE CO | 2,504 | $114.6M | $4.5M |
| 3 | DEVELOPMENTAL PATHWAYS, INC. |
AURORA CO |
| 517 |
| $21.4M |
| $1.9M |
| 4 | CLEVELAND GUARDIANS BASEBALL COMPANY, LLC THE CLEVELAND GUARDIANS 401(K) PLAN | CLEVELAND OH | 3,100 | $60.9M | $1.2M |
| 5 | PERFORMANCE BANKERS, INC. PERFORMANCE BANKERS, INC. RETIREMENT SAVINGS PLAN | PIERRE SD | 732 | $101.2M | $1.1M |
| 6 | SULLIVAN, INC. SULLIVAN, INC. 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 71 | $7.3M | $643K |
| 7 | MME, INC. MME, INC. 401(K) PLAN | BISMARCK ND | 0 | $0 | $511K |
| 8 | HARBOR GROUP INC. HARBOR GROUP INC. 401(K) PLAN | SIOUX CENTER IA | 1,560 | $141.5M | $366K |
