Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Metropolitan West Total Return Bond Registered investment company in their Schedule of Assets, totaling $7.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAYFIELD CLINIC, INC. MAYFIELD CLINIC, INC. PROFIT SHARING/401(K) PLAN | CINCINNATI OH | 294 | $73.0M | $6.7M |
| 2 | R.L.K. AND COMPANY TIMBERLINE LODGE EMPLOYEE SAVINGS AND PROTECTION PLAN | GOVERNMENT CAMP OR | 1,066 | $13.8M | $335K |
| 3 | LANDMARK STRUCTURES I, L.P. |
FORT WORTH TX |
| 362 |
| $34.3M |
| $288K |
| 4 | PROVIDENT TITLE COMPANY PROVIDENT TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | ENCINO CA | 94 | $13.7M | $152K |
| 5 | ASTAR CAPITAL MANAGEMENT, INC. ASTAR CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WEST ALLIS WI | 69 | $9.3M | $104K |
| 6 | PRECISION DOCUMENT SOLUTIONS, INC. PRECISION DOCUMENT SOLUTIONS, INC. 401(K) PLAN | DALLAS TX | 137 | $982K | $41K |
| 7 | NEAL MERCHANT ENTERPRISES, INC. BATTLEFIELD RETIREMENT PLAN | CULPEPER VA | 126 | $9.9M | $6K |
