Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Metropolitan West total Return Bond Plan Class " in their Schedule of Assets, totaling $33.8M 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 | THE VALLEY HOSPITAL 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL | PARAMUS NJ | 6,085 | $1.1B | $28.4M |
| 2 | EASTER SEALS NEW HAMPSHIRE, INC. EASTER SEALS NEW HAMPSHIRE SECTION 403(B) PLAN | MANCHESTER NH | 1,577 | $39.6M | $4.9M |
| 3 | THE IVYMOUNT SCHOOL, INC. |
ROCKVILLE MD |
| 275 |
| $24.8M |
| $417K |
| 4 | SAGL LLC THE LINE & SAGUARO HOTELS 401K PLAN | NEW YORK NY | 730 | $6.8M | $89K |
| 5 | VIRTUA HEALTH, INC. VIRTUA 401(K) SAVINGS PLAN | MARLTON NJ | 13,739 | $1.2B | $954 |
