Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund " in their Schedule of Assets, totaling $172.2M 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 | BOARD OF TRUSTEES, U.A. UNION LOCAL NO. 290 PLUMBER, U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER INDUSTRY HEALTH AND WELFARE PLAN | TUALATIN OR | 3,717 | $227.0M | $37.1M |
| 2 | NATIONAL FUEL GAS COMPANY NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES | WILLIAMSVILLE NY | — | $41.3M | $30.6M |
| 3 |
NEW YORK NY |
| 147,007 |
| $3.9B |
| $24.7M |
| 4 | WOLVERINE WORLD WIDE, INC. WOLVERINE WORLD WIDE, INC. 401(K) RETIREMENT SAVINGS PLAN I | ROCKFORD MI | 1,076 | $200.1M | $24.1M |
| 5 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN | SAN FRANCISCO CA | 252 | $178.0M | $18.8M |
| 6 | BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND | PHOENIX AZ | 0 | $45.2M | $8.5M |
| 7 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO CA | 129 | $43.1M | $4.8M |
| 8 | BOARD OF TRUSTEES - ARIZONA BRICKLAYERS PENSION TRUST FUND ARIZONA BRICKLAYERS PENSION TRUST FUND | PHOENIX AZ | 73 | $33.7M | $3.0M |
| 9 | TANDEM HR, LLC TANDEM HR, LLC 401(K) PLAN | WESTCHESTER IL | 9,692 | $285.3M | $2.7M |
| 10 | KWIK TRIP, INC. KWIK TRIP PROFIT SHARING 401(K) PLAN | LA CROSSE WI | 26,512 | $925.8M | $2.7M |
