Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Metropolitan West Total Return Bond I Fund in their Schedule of Assets, totaling $56.1M 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 | BOARD OF TRUSTEES, SANTA MONICA UNITE HERE HEALTH SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN | LOS ANGELES CA | 18,507 | $212.4M | $46.8M |
| 2 | TRUSTEES OF INT'L ASSN OF HEAT & FROST I & ASBESTOS WORKERS LOCAL 127 INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND | MILWAUKEE WI | 115 | $37.1M | $9.2M |
| 3 |
BOSTON MA |
| 1,681 |
| $22.7M |
| $66K |
