Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Metwest Total Return Bond in their Schedule of Assets, totaling $22.5M 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 | ALBANY MED HEALTH SYSTEM ALBANY MEDICAL CENTER 403(B) PLAN | ALBANY NY | 9,290 | $599.4M | $9.7M |
| 2 | INFINITE HEALTH COLLABORATIVE, P.A. REVO AND I-HEALTH RETIREMENT PLAN | BLOOMINGTON MN | 3,230 | $531.3M | $7.9M |
| 3 | ARIEL CORPORATION ARIEL CORPORATION EMPLOYEE RETIREMENT PLAN |
MOUNT VERNON OH |
| 1,693 |
| $390.8M |
| $1.9M |
| 4 | REDBOX AUTOMATED RETAIL, LLC REDBOX 401(K) PLAN | OAKBROOK TERRACE IL | 1,145 | $83.0M | $1.4M |
| 5 | COINSTAR, LLC COINSTAR, LLC 401(K) RETIREMENT SAVINGS PLAN | BELLEVUE WA | 356 | $84.0M | $1.4M |
| 6 | THE EBY GROUP, INC. BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN | OLATHE KS | 1,857 | $16.0M | $231K |
| 7 | DUTCH OIL COMPANY, INC. DUTCH OIL COMPANY 401(K) PROFIT SHARING PLAN | COLUMBUS MS | 248 | $8.5M | $39K |