Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Metropolitan West Total Return Bond Mutual fund in their Schedule of Assets, totaling $25.4M 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 | JOINT BOARD OF TRUSTEES OF THE IBEW LOCAL 972 PENSION FUND IBEW LOCAL #972 PENSION PLAN AND TRUST | RENO OH | 597 | $89.8M | $7.0M |
| 2 | BELK STORES SERVICES, LLC BELK 401K SAVINGS PLAN | CHARLOTTE NC | 18,856 | $400.6M | $5.4M |
| 3 | LAIRD NORTON WETHERBY TRUST COMPANY, LLC |
SEATTLE WA |
| 191 |
| $57.7M |
| $4.4M |
| 4 | QINETIQ INC. QINETIQ NORTH AMERICA 401K PLAN | LORTON VA | 398 | $108.5M | $3.3M |
| 5 | SANTEN, INC. SANTEN, INC. 401(K) AND PROFIT SHARING PLAN | EMERYVILLE CA | 189 | $77.0M | $1.1M |
| 6 | THE WILL-BURT COMPANY THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN | ORRVILLE OH | 311 | $18.6M | $1.1M |
| 7 | DEUTZ CORPORATION DEUTZ CORPORATION EMPLOYEES SALARY DEDUCTION PLAN | NORCROSS GA | 449 | $34.0M | $721K |
| 8 | DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD KS | 596 | $57.7M | $400K |
| 9 | BRR ARCHITECTURE, INC. BRR ARCHITECTURE, INC. PROFIT SHARING 401(K) PLAN | WEST DES MOINES IA | 294 | $40.8M | $400K |
| 10 | M H WHITTIER CORPORATION M H WHITTIER CORPORATION SAVINGS PLAN | PASADENA CA | 242 | $108.2M | $326K |
