Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding TCW METWEST TOTAL RET BOND PL in their Schedule of Assets, totaling $23.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIPSITZ GREEN SCIME CAMBRIA, LLP LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLAN | BUFFALO NY | 129 | $81.4M | $5.3M |
| 2 | DWK LIFE SCIENCES LLC DWK LIFE SCIENCES LLC 401(K) AND CAPITAL ACCUMULATION PLAN | MILLVILLE NJ | 339 | $37.6M | $3.3M |
| 3 | CHEIL USA INC. CHEIL USA INC. RETIREMENT PLAN |
NEW YORK NY |
| 734 |
| $53.2M |
| $2.6M |
| 4 | OCEAN LAKES SERVICE CORPORATION OCEAN LAKES SERVICE CORPORATION EMPLOYEE 401(K) SAVINGS PLAN | MYRTLE BEACH SC | 170 | $17.4M | $2.2M |
| 5 | THRIFTY RETAIL SERVICES, LLC SERV-U-SUCCESS 401(K) PLAN | GRANDVILLE MI | 1,580 | $24.0M | $881K |
| 6 | APHENA PHARMA SOLUTIONS HOLDINGS APHENA PHARMA SOLUTIONS 401(K) PLAN | COOKEVILLE TN | 509 | $14.1M | $769K |
| 7 | CONSTRUCTION & HEALTHCARE CONSULTANTS, LP CHC 401(K) PLAN | PITTSBURGH PA | 735 | $65.3M | $703K |
| 8 | TOMPKINS SOLUTIONS, INC. TOMPKINS SOLUTIONS, INC. 401(K) PLAN | RALEIGH NC | 131 | $21.2M | $664K |
| 9 | INOVAR PACKAGING GROUP, LLC INOVAR PACKAGING GROUP, LLC 401K PROFIT SHARING PLAN | IRVING TX | 743 | $40.3M | $649K |
| 10 | FORTUNE METAL GROUP INC. FORTUNE METAL INC. OF RHODE ISLAND 401(K) PROFIT SHARING PLA | RAHWAY NJ | 267 | $17.5M | $526K |
