Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Metwest Tot Rtn Bd P in their Schedule of Assets, totaling $51.5M 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 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $40.4M |
| 2 | SOUTHWORTH-MILTON INC MILTON CAT 401(K) PLAN | MILFORD MA | 1,381 | $156.8M | $8.8M |
| 3 | ANTHOLOGY INC. BLACKBOARD INC. 401(K) PLAN | RESTON VA | 458 |
| $145.0M |
| $2.3M |
