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 Plan in their Schedule of Assets, totaling $2.8M 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 | TRUSTEES, LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN | PORTLAND OR | 688 | $142.5M | $1.9M |
| 2 | NASSCO, INC. NASSCO, INC. PROFIT SHARING AND 401(K) PLAN | NEW BERLIN WI | 165 | $24.8M | $748K |
| 3 | VER HALEN, INC. VER HALEN, INC. PROFIT SHARING & SALARY SAVINGS PLAN & TRUST |
GREEN BAY WI |
| 140 |
| $23.5M |
| $170K |
| 4 | TAN HOLDINGS CORPORATION TAN HOLDINGS CORPORATION 401(K) PROFIT SHARING PLAN | SAIPAN MP | 474 | $17.3M | $27K |
| 5 | KALEO, INC. KALEO, INC. 401(K) PLAN | RICHMOND VA | 73 | $21.7M | $22K |
