Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Metropolitan West Total Return Bond I Mutual fund in their Schedule of Assets, totaling $23.7M 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 | LARKIN HOFFMAN DALY & LINDGREN LTD LARKIN,HOFFMAN,DALY & LINDGREN, LTD. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 156 | $97.0M | $5.5M |
| 2 | THUNDER VALLEY CASINO THUNDER VALLEY CASINO 401(K) RETIREMENT PLAN | LINCOLN CA | 2,252 | $84.0M | $3.6M |
| 3 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. |
LOWELL MA |
| 1,273 |
| $277.0M |
| $3.5M |
| 4 | CANYON CREEK CABINET COMPANY CANYON CREEK CABINET COMPANY RETIREMENT SAVINGS TRUST | MONROE WA | 290 | $17.1M | $2.2M |
| 5 | MAHLUM ARCHITECTS, INC. MAHLUM ARCHITECTS, INC. RETIREMENT PLAN | SEATTLE WA | 84 | $29.3M | $1.8M |
| 6 | TURNER ENTERPRISES MANAGEMENT, LLC TURNER ENTERPRISES, INC. 401(K) PLAN | ATLANTA GA | 209 | $27.8M | $1.6M |
| 7 | INFRAMARK, LLC INFRAMARK 401(K) SAVINGS PLAN | KATY TX | 3,201 | $179.0M | $978K |
| 8 | CORVIAS GROUP, LLC CORVIAS GROUP, LLC SAVINGS & RETIREMENT PLAN | WARWICK RI | 738 | $55.6M | $923K |
| 9 | STORER EQUIPMENT COMPANY, LTD. STORER EQUIPMENT COMPANY, LTD CASH OR DEFERRED PROFIT SHARING PLAN | SHREVEPORT LA | 134 | $12.8M | $684K |
| 10 | CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON MA | 97 | $32.1M | $677K |
