Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding METROPOLITAN WEST TTL RTN BD I Registered Investment Company in their Schedule of Assets, totaling $99.8M 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 | DUANE MORRIS LLP DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN | PHILADELPHIA PA | 1,277 | $411.9M | $20.1M |
| 2 | QUINN GROUP, INC. QUINN GROUP, INC. RETIREMENT PLAN | CITY OF INDUSTRY CA | 1,461 | $235.7M | $15.3M |
| 3 | DUANE MORRIS LLP DUANE MORRIS RETIREMENT PLAN |
PHILADELPHIA PA |
| 455 |
| $338.0M |
| $12.7M |
| 4 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I | DALLAS TX | 490 | $309.0M | $6.8M |
| 5 | UB GREENSFELDER LLP UB GREENSFELDER LLP RETIREMENT/401(K) PLAN | CLEVELAND OH | 292 | $191.4M | $5.9M |
| 6 | LANCASTER COLONY CORPORATION LANCASTER COLONY CORPORATION 401(K) PLAN | WESTERVILLE OH | 2,800 | $146.3M | $5.6M |
| 7 | CBC COMPANIES, INC. CBC COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN | COLUMBUS OH | 632 | $169.0M | $5.4M |
| 8 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II | DALLAS TX | 514 | $207.0M | $5.3M |
| 9 | DELTA DENTAL OF PENNSYLVANIA DELTA DENTAL OF PENNSYLVANIA 401(K) RETIREMENT PLAN | CAMP HILL PA | 755 | $178.7M | $4.8M |
| 10 | MOORE CAPITAL MANAGEMENT, LP MOORE CAPITAL MANAGEMENT, LP 401(K) PLAN | NEW YORK NY | 458 | $209.4M | $4.1M |
