Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Metropolitan West Total Return Bond Plan Fund Mutual fund in their Schedule of Assets, totaling $5.5M 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 | LIFETIME BRANDS, INC. LIFETIME BRANDS, INC. 401(K) SAVINGS PLAN | GARDEN CITY NY | 807 | $93.3M | $3.2M |
| 2 | EMERGENT BIOSOLUTIONS, INC. EMERGENT BIOSOLUTIONS, INC. EMPLOYEE DEFERRED COMPENSATION PLAN | GAITHERSBURG MD | 531 | $204.5M | $2.2M |