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 Fund in their Schedule of Assets, totaling $3.3M 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 | VALLEY PACKAGING CORP. VALLEY PACKAGING CORP. 401(K) PROFIT SHARING PLAN | PULASKI TN | 134 | $10.3M | $1.4M |
| 2 | WOLVERINE WORLD WIDE, INC. WOLVERINE WORLD WIDE INC. 401(K) RETIREMENT SAVINGS PLAN II | ROCKFORD MI | 354 | $27.3M | $1.1M |
| 3 | ECMD, INC. ECMD, INC. PROFIT SHARING 401(K) PLAN | NORTH WILKESBORO NC | 959 | $45.3M | $438K |
| 4 | ROSE VILLA INC ROSE VILLA INC 403(B) PLAN | PORTLAND OR | 214 | $6.5M | $185K |
| 5 | LEADCAR SYSTEMS, INC. LEADCAR 401(K) PLAN | PRAIRIE DU SAC WI | 260 | $19.1M | $104K |
| 6 | BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS ANNUITY PLAN ARIZONA LABORERS & TEAMSTERS ANNUITY PLAN | PHOENIX AZ | 2,566 | $45.9M | $17K |
| 7 | BOYS & GIRLS CLUBS OF AMERICA NATIONAL BOYS & GIRLS CLUBS OF AMERICA NATIONAL 401(K) PLAN | ATLANTA GA | 556 | $104.8M | $2K |