Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding METROPOLITAN WEST TOTAL RTN P MUTUAL FUNDS in their Schedule of Assets, totaling $8.4M 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 | ASSOCIATED WHOLESALE GROCERS, INC. AWG, INC RESTATED 401(K) PLAN | KANSAS CITY KS | 2,764 | $311.1M | $3.9M |
| 2 | FIRST INDUSTRIAL, L.P. FIRST INDUSTRIAL, L.P. 401(K) PLAN | CHICAGO IL | 151 | $63.6M | $2.5M |
| 3 | THE DIXIE GROUP, INC. THE DIXIE GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN |
DALTON GA |
| 887 |
| $74.4M |
| $1.8M |
| 4 | ASSOCIATED WHOLESALE GROCERS, INC. AWG-NEBRASKA COLLECTIVE BARGAINING UNIT 401(K) PLAN | KANSAS CITY KS | 288 | $11.5M | $163K |
