Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Tcw Metwest Total Return Bd Plan Mutual Fund in their Schedule of Assets, totaling $3.2M 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 | J.W. SPEAKER CORPORATION J.W. SPEAKER CORPORATION 401 (K) PLAN | GERMANTOWN WI | 471 | $48.7M | $1.9M |
| 2 | BOLLINGER SHIPYARDS, LLC BOLLINGER SHIPYARDS 401(K) SAVINGS PLAN | LOCKPORT LA | 2,082 | $109.1M | $507K |
| 3 | EQUUS HOLDINGS, INC. EQUUS EMPLOYEE SAVINGS AND RETIREMENT PLAN |
BLOOMINGTON MN |
| 139 |
| $25.4M |
| $312K |
| 4 | MANHATTAN TELECOMMUNICATIONS CORP. METTEL 401(K) PLAN | NEW YORK NY | 472 | $33.9M | $231K |
| 5 | MANHATTAN TELECOMMUNICATIONS CORP. METTEL 401(K) PROFIT SHARING PLAN | NEW YORK NY | 151 | $24.5M | $199K |
| 6 | J. R. PIERCE PLUMBING CO., INC. OF SACRAMENTO J. R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN | ROCKLIN CA | 560 | $13.3M | $2K |