Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TCW MetWest Total Return Bond Fund Plan Class - in their Schedule of Assets, totaling $19.4M 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 | LAZARD FRERES & CO. LLC LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 1,722 | $832.0M | $18.7M |
| 2 | CHEF WORKS, INC. CHEF WORKS 401(K) PROFIT SHARING PLAN | US POWAY CA | 227 | $20.4M | $476K |
| 3 | L.E. WOOTEN & COMPANY DBA THE WOOTEN COMPANY L.E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN |
RALEIGH NC |
| 100 |
| $20.2M |
| $182K |
| 4 | NW NATURAL WATER COMPANY LLC NW NATURAL WATER COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST | PORTLAND OR | 174 | $3.4M | $12K |
