Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TCW Metwest Total Return BD I in their Schedule of Assets, totaling $9.0M 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 | R.G. BARRY CORPORATION R. G. BARRY CORPORATION ASSOCIATES' RETIREMENT PLAN | PICKERINGTON OH | 8 | $21.1M | $6.3M |
| 2 | ROCKFORD TOOLCRAFT, INC. ROCKFORD TOOLCRAFT, INC. RETIREMENT PLAN | ROCKFORD IL | 345 | $25.6M | $1.2M |
| 3 | PACERS BASKETBALL, LLC PACERS BASKETBALL, LLC RETIREMENT SAVINGS PLAN |
INDIANAPOLIS IN |
| 1,186 |
| $59.0M |
| $851K |
| 4 | OXFAM AMERICA, INC. OXFAM AMERICA 403(B) PLAN | BOSTON MA | 227 | $22.8M | $438K |
| 5 | TROPICAL FINANCIAL CREDIT UNION TROPICAL FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN | MIRAMAR FL | 176 | $18.4M | $240K |
