Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TCW METWEST TOTAL RETURN BOND FUND CLASS I #512 MUTUAL FUND in their Schedule of Assets, totaling $5.2M 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 | STATELINE COOPERATIVE THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | BURT IA | 58 | $24.6M | $3.2M |
| 2 | FARMERS COOPERATIVE SOCIETY THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | SIOUX CENTER IA | 90 | $18.7M | $2.0M |
