Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding TCW METWEST TOTAL RET BOND PL in their Schedule of Assets, totaling $23.0M 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 | LIPSITZ GREEN SCIME CAMBRIA, LLP LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLAN | BUFFALO NY | 129 | $81.4M | $5.3M |
| 2 | CHEIL USA INC. CHEIL USA INC. RETIREMENT PLAN | NEW YORK NY | 734 | $53.2M | $2.6M |
| 3 | OCEAN LAKES SERVICE CORPORATION OCEAN LAKES SERVICE CORPORATION EMPLOYEE 401(K) SAVINGS PLAN |
MYRTLE BEACH SC |
| 170 |
| $17.4M |
| $2.2M |
| 4 | WM. F. MEYER CO. WM. F. MEYER COMPANY PROFIT SHARING PLAN | AURORA IL | 100 | $18.6M | $1.3M |
| 5 | WILSON SENIOR CARE, INC. WILSON SENIOR CARE 401(K) RETIREMENT PLAN | DARLINGTON SC | 294 | $10.4M | $918K |
| 6 | THRIFTY RETAIL SERVICES, LLC SERV-U-SUCCESS 401(K) PLAN | GRANDVILLE MI | 1,580 | $24.0M | $881K |
| 7 | APHENA PHARMA SOLUTIONS HOLDINGS APHENA PHARMA SOLUTIONS 401(K) PLAN | COOKEVILLE TN | 509 | $14.1M | $769K |
| 8 | CONSTRUCTION & HEALTHCARE CONSULTANTS, LP CHC 401(K) PLAN | PITTSBURGH PA | 735 | $65.3M | $703K |
| 9 | TOMPKINS SOLUTIONS, INC. TOMPKINS SOLUTIONS, INC. 401(K) PLAN | RALEIGH NC | 131 | $21.2M | $664K |
| 10 | INOVAR PACKAGING GROUP, LLC INOVAR PACKAGING GROUP, LLC 401K PROFIT SHARING PLAN | IRVING TX | 743 | $40.3M | $649K |
