Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund Plan Class in their Schedule of Assets, totaling $20.3M 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 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN | DURHAM NC | 5,395 | $1.4B | $19.2M |
| 2 | HASELDEN CONSTRUCTION LLC HASELDEN CONSTRUCTION LLC 401(K) SAVINGS PLAN | CENTENNIAL CO | 337 | $58.9M | $590K |
| 3 | SHORE COUNTRY DAY SCHOOL |
BEVERLY MA |
| 95 |
| $30.4M |
| $268K |
| 4 | 21ST CENTURY SOFTWARE TECHNOLOGIES, INC. THE 21ST CENTURY 401(K) PLAN | BOSTON MA | 108 | $13.7M | $241K |
| 5 | WOONSOCKET URGENT CARE PC WOONSOCKET URGENT CARE PC 401(K) PROFIT SHARING PLAN & TRUST | EAST WALPOLE MA | 90 | $1.7M | $3K |
