Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund Registered investment company in their Schedule of Assets, totaling $6.1M 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 | SWANSON GROUP, INC. SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | ROSEBURG OR | 720 | $64.4M | $4.9M |
| 2 | PEACEHEALTH PEACEHEALTH MEDICAL GROUP 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 88 | $20.4M | $712K |
| 3 | MARIETTA HEALTH CARE PHYSICIANS, INC. |
MARIETTA OH |
| 352 |
| $72.8M |
| $200K |
| 4 | DONALD DANFORTH PLANT SCIENCE CENTER DANFORTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | ST. LOUIS MO | 364 | $50.1M | $193K |
| 5 | PORTLAND BOTTLING COMPANY PORTLAND BOTTLING COMPANY 401(K) PROFIT SHARING PLAN & TRUST | CLACKAMAS OR | 155 | $4.7M | $14K |
| 6 | FAMILY SUPPORT SERVICES OF NORTH FLORIDA FAMILY SUPPORT SERVICES OF NORTH FLORIDA 401(K) RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 526 | $8.5M | $9K |
