Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Metwest Total Return Bond P Mutual fund in their Schedule of Assets, totaling $12.7M 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 | WACHTELL, LIPTON, ROSEN & KATZ WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN | NEW YORK NY | 660 | $638.7M | $12.6M |
| 2 | COHERE LIFE, INC. COHERE LIFE, INC. 401(K) PLAN | GLENDALE AZ | 119 | $3.1M | $83K |