Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding TCW Metwest Total Return Bond " in their Schedule of Assets, totaling $9.4M 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 ELECTRICAL WORKERS LOCAL 242 401(K) PLAN ELECTRICAL WORKERS LOCAL 242 401(K) PLAN | DULUTH MN | 520 | $28.0M | $2.8M |
| 2 | MARTIN/MARTIN, INC. MARTIN/MARTIN, INC. 401(K) PLAN | LAKEWOOD CO | 371 | $90.1M | $1.5M |
| 3 | TRUSTEES OF ELECTRICAL WORKERS LOCAL NO. 294 401(K) PLAN |
DULUTH MN |
| 158 |
| $11.3M |
| $1.2M |
| 4 | BARNHART CRANE & RIGGING CO. BARNHART CRANE & RIGGING COMPANY 401(K) PROFIT SHARING PLAN | MEMPHIS TN | 999 | $162.0M | $803K |
| 5 | THE PLATT BROS. & CO. THE PLATT BROS. & CO. 401(K) PLAN | WATERBURY CT | 79 | $12.7M | $785K |
| 6 | ION INTERMEDIATE HOLDINGS, LLC C/O CARDINAL HEALTH, INC. ION INTERMEDIATE HOLDINGS, LLC 401(K) PLAN | DUBLIN OH | 1,014 | $97.7M | $741K |
| 7 | GRAND ISLE SHIPYARD, LLC GIS, LLC COMPENSATION DEFERRAL PLAN | GALLIANO LA | 3,537 | $86.3M | $574K |
| 8 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $540K |
| 9 | SOVITA CREDIT UNION SOVITA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | FLINT MI | 50 | $14.1M | $318K |
| 10 | SALUD REVENUE PARTNERS LLC SALUD REVENUE PARTNERS LLC 401(K) PLAN | WEST LAFAYETTE IN | 156 | $5.0M | $23K |
