Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Metropolitan West Total Return Bond - in their Schedule of Assets, totaling $168.6M 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 | BOT, NORTHWEST SHEET METAL WORKERS HEALTH & WELFARE PLAN NORTHWEST SHEET METAL WORKERS HEALTH AND WELFARE PLAN | SPOKANE WA | 6,169 | $196.0M | $66.5M |
| 2 | EL CAMINO HOSPITAL EL CAMINO HOSPITAL CASH BALANCE PLAN | MOUNTAIN VIEW CA | 3,797 | $391.5M | $40.7M |
| 3 | MARRIOTT VACATIONS WORLDWIDE CORP. |
ORLANDO FL |
| 16,954 |
| $903.0M |
| $15.9M |
| 4 | LIPPERT COMPONENTS, INC. LIPPERT COMPONENTS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | ELKHART IN | 9,605 | $304.3M | $8.5M |
| 5 | BRONXCARE HEALTH SYSTEM THE PENSION PLAN AND TRUST FOR THE EMPLOYEES OF BRONXCARE HEALTH SYSTEM | BRONX NY | 648 | $311.2M | $8.0M |
| 6 | NATIONWIDE CHILDREN'S HOSPITAL, INC. NATIONWIDE CHILDREN'S HOSPITAL DEFINED CONTRIBUTION PLAN | COLUMBUS OH | 16,511 | $1.0B | $5.9M |
| 7 | BHI SENIOR LIVING, INC. BHI SENIOR LIVING, INC. EMPLOYEE RETIREMENT PLAN | INDIANAPOLIS IN | 1,740 | $52.2M | $4.7M |
| 8 | HAAS AUTOMATION, INC. HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN | OXNARD CA | 1,377 | $356.1M | $3.8M |
| 9 | TRANSPORTATION RESEARCH CENTER INC. TRANSPORTATION RESEARCH CENTER INC. EMPLOYEES' RETIREMENT SAVINGS PLAN AND TRUST | EAST LIBERTY OH | 371 | $37.8M | $2.4M |
| 10 | HANCOCK ESTABROOK, LLP HANCOCK ESTABROOK, LLP RETIREMENT PLAN | SYRACUSE NY | 123 | $50.0M | $2.0M |
