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 Mutual fund in their Schedule of Assets, totaling $1.4M 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 | DATA-MAIL, INC. DATA-MAIL 401(K) RETIREMENT SAVINGS PLAN | NEWINGTON CT | 791 | $56.1M | $954K |
| 2 | VINFEN CORPORATION VINFEN 401(A) COMPANY DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 2,841 | $69.3M | $412K |
| 3 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION |
FOLSOM CA |
| 731 |
| $443.3M |
| $62K |