Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Metropolitan West Total Return Bond I - in their Schedule of Assets, totaling $52.0M 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 | EMBLEMHEALTH SERVICES COMPANY LLC EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN | NEW YORK NY | 1,641 | $377.7M | $15.9M |
| 2 | QLIKTECH INC. QLIKTECH INC. 401(K) PLAN | KING OF PRUSSIA PA | 1,016 | $184.1M | $7.3M |
| 3 | COLONIAL PIPELINE COMPANY COLONIAL PIPELINE COMPANY 401(K) INVESTMENT PLAN |
ALPHARETTA GA |
| 1,102 |
| $359.1M |
| $7.1M |
| 4 | MOSS & BARNETT, A PROFESSIONAL ASSOCIATION MOSS & BARNETT PROFIT SHARING AND 401(K) PLAN | MINNEAPOLIS MN | 141 | $141.1M | $5.4M |
| 5 | TS TECH AMERICAS, INC. TS TECH 401K SAVINGS PLAN | REYNOLDSBURG OH | 2,728 | $161.9M | $3.4M |
| 6 | NATIONAL LIME & STONE COMPANY NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLAN | FINDLAY OH | 393 | $52.8M | $2.3M |
| 7 | MUSEUM ASSOCIATES D/B/A LOS ANGELES COUNTY MUSEUM OF ART MUSEUM ASSOCIATES D/B/A LOS ANGELES COUNTY MUSEUM OF ART 403(B) PLAN | LOS ANGELES CA | 464 | $30.1M | $1.5M |
| 8 | ARDEX, L.P. ARDEX, L.P. 401(K) PLAN | ALIQUIPPA PA | 339 | $50.0M | $1.3M |
| 9 | ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN | AZUSA CA | 467 | $48.2M | $1.3M |
| 10 | CORVIAS CORPORATE SERVICES, LLC CORVIAS SAVINGS & RETIREMENT PLAN | WARWICK RI | 839 | $77.9M | $880K |
