Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Metropolitan West Ttl Rtn Bd P Registered Investment Company in their Schedule of Assets, totaling $126.5M 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 | SPIRIT AIRLINES, INC. SPIRIT AIRLINES, INC. PILOTS' RETIREMENT SAVINGS PLAN | DANIA BEACH FL | 3,199 | $1.2B | $30.8M |
| 2 | TCW, LLC TCW, LLC PROFIT SHARING AND SAVINGS PLAN | LOS ANGELES CA | 606 | $347.1M | $17.8M |
| 3 | ENSIGN UNITED STATES DRILLING INC. ENSIGN UNITED STATES DRILLING INC. 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 2,516 |
| $103.0M |
| $15.7M |
| 4 | ADIDAS AMERICA, INC. ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 6,427 | $956.2M | $15.1M |
| 5 | SPIRIT AIRLINES, INC. SPIRIT AIRLINES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | DANIA BEACH FL | 9,129 | $295.8M | $7.6M |
| 6 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN | BOSTON MA | 938 | $346.4M | $6.9M |
| 7 | NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND 401K PLAN | SMITHFIELD RI | 672 | $63.8M | $6.4M |
| 8 | MOSS & BARNETT, A PROFESSIONAL ASSOCIATION MOSS & BARNETT PROFIT SHARING AND 401(K) PLAN | MINNEAPOLIS MN | 141 | $141.1M | $5.4M |
| 9 | LINKLATERS LLP LINKLATERS LLP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 126 | $89.8M | $3.8M |
| 10 | HAVERTY FURNITURE COMPANIES, INC. HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN | ATLANTA GA | 2,115 | $194.1M | $3.8M |
