Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Metwest Total Return Bond Fund " in their Schedule of Assets, totaling $29.0M 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 HOLDING COMPANY MAYO RETIREMENT SAVINGS PLAN | ROCHESTER MN | 3,587 | $762.2M | $9.2M |
| 2 | OFS FITEL, LLC OFS NON-REPRESENTED 401(K) PLAN | NORCROSS GA | 960 | $212.9M | $7.2M |
| 3 | TABOR STREET GROUP, LLC TABORSTREET 401(K) RETIREMENT PLAN |
OMAHA NE |
| 833 |
| $90.7M |
| $1.9M |
| 4 | NMC GROUP, INC. NMC GROUP, INC. 401(K) RETIREMENT PLAN | OMAHA NE | 795 | $79.3M | $1.8M |
| 5 | BOARD OF TRUSTEES OF THE PEN. PLAN FOR THE LOCAL UNION NO. 131 IBEW PENSION PLAN FOR THE LOCAL UNION NO. 131 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WRKRS | DULUTH MN | 1,006 | $111.6M | $1.7M |
| 6 | M1 SUPPORT SERVICES, L.P. M1 SUPPORT SERVICES, L.P. 401(K) PLAN | DENTON TX | 5,220 | $171.6M | $1.6M |
| 7 | J W ALUMINUM COMPANY J W ALUMINUM COMPANY 401(K) PLAN | MOUNT HOLLY SC | 465 | $53.0M | $1.0M |
| 8 | MAYO CLINIC HEALTH SYSTEM - MANKATO MAYO CLINIC HEALTH SYSTEM 401(A) PLAN | MANKATO MN | 2,336 | $256.1M | $1.0M |
| 9 | PHILLIPS MURRAH, P.C. PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 91 | $44.5M | $910K |
| 10 | E.J.HARRISON & SONS, INC. E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN | VENTURA CA | 246 | $43.0M | $897K |
