Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund Mutual fund in their Schedule of Assets, totaling $45.5M 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 | SUTTER HOME WINERY, INC. SUTTER HOME WINERY, INC. 401(K) AND PROFIT SHARING PLAN | ST. HELENA CA | 1,140 | $331.6M | $27.4M |
| 2 | VITAC CORPORATION VITAC CORPORATION RETIREMENT SAVINGS PLAN | GREENWOOD VILLAGGE CO | 701 | $20.3M | $6.2M |
| 3 | FULTON COUNTY MEDICAL CENTER |
MCCONNELLSBURG PA |
| 207 |
| $18.3M |
| $2.9M |
| 4 | RESEARCH TRIANGLE INSTITUTE RTI INTERNATIONAL RETIREE HEALTH PLAN | RESEARCH TRIANGLE PARK NC | 3,686 | $17.0M | $2.4M |
| 5 | THE HOLTON-ARMS SCHOOL, INC. HOLTON-ARMS SCHOOL, INC. TAX DEFERRED SAVINGS & RETIREMENT PLAN | BETHESDA MD | 189 | $76.4M | $1.6M |
| 6 | DEL MONTE FOODS, INC. DEL MONTE FOODS, INC. SAVINGS PLAN | WALNUT CREEK CA | 630 | $104.8M | $1.4M |
| 7 | VINFEN CORPORATION VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN | CAMBRIDGE MA | 1,936 | $38.0M | $884K |
| 8 | THE NORWICH FREE ACADEMY RET PLAN OF THE NORWICH FREE ACADEMY STAFF IN PENTEGRA RET TRUST | NORWICH CT | 80 | $11.0M | $839K |
| 9 | NATIONAL CARRIERS, INC. NATIONAL CARRIERS, INC. PROFIT SHARING AND SAVINGS PLAN | LIBERAL KS | 0 | $12.0M | $799K |
| 10 | THE HOWARD SCHOOL, INC. THE HOWARD SCHOOL, INC. 401(K) PLAN | ATLANTA GA | 113 | $11.6M | $389K |
