Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TCW Metropolitan West Total Return Bond I in their Schedule of Assets, totaling $3.4M 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 | THE NAVIGATORS THE NAVIGATORS BASIC RETIREMENT PLAN | COLORADO SPRINGS CO | 1,525 | $149.7M | $2.8M |
| 2 | MASTER VAC INDUSTRIAL SERVICES, LLC MASTERVAC AND DYNAMIC COMPANIES 401(K) PLAN | GEISMAR LA | 202 | $8.7M | $413K |
| 3 | LAUFER GROUP INTERNATIONAL LTD LAUFER GROUP INTERNATIONAL LTD 401(K) PROFIT SHARING PLAN AND TRUST |
NEW YORK NY |
| 191 |
| $16.1M |
| $171K |