Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Metropolitan West Total Return Bond Plan Fund " in their Schedule of Assets, totaling $22.8M 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 | GEOSYNTEC CONSULTANTS, INC GEOSYNTEC CONSULTANTS, INC. AND SUBSIDIARIES 401(K) RETIREMENT PLAN | BOCA RATON FL | 2,082 | $455.4M | $10.7M |
| 2 | LAND TITLE GUARANTEE COMPANY LAND TITLE GUARANTEE COMPANY 401(K) PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 575 | $79.7M | $4.0M |
| 3 | COLLEGIATE SCHOOL |
RICHMOND VA |
| 403 |
| $105.3M |
| $3.8M |
| 4 | MUSKEGON SURGICAL ASSOCIATES, P.C. MUSKEGON SURGICAL ASSOCIATES, PLC 401(K) RETIREMENT PLAN | MUSKEGON MI | 129 | $24.4M | $1.6M |
| 5 | TAPANI, INC. TAPANI, INC. RETIREMENT SAVINGS PLAN | BATTLE GROUND WA | 620 | $47.6M | $946K |
| 6 | DENTONS COHEN & GRIGSBY, P.C. DENTONS COHEN & GRIGSBY P.C. PENSION PLAN | PITTSBURGH PA | 138 | $150.7M | $722K |
| 7 | JRT MECHANICAL, INC. JRT MECHANICAL, INC. RETIREMENT SAVINGS PLAN | BATTLE GROUND WA | 250 | $17.1M | $556K |
| 8 | DENTONS COHEN & GRIGSBY P.C. DENTONS COHEN & GRIGSBY P.C. 401(K) PLAN | PITTSBURGH PA | 194 | $39.9M | $271K |
| 9 | STAFFORD MANAGEMENT, LLC STAFFORD MANAGEMENT, LLC 401(K) PLAN | BURLINGTON MA | 1,340 | $20.8M | $47K |
