Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TCW MetWest Total Return Bond I Registered Investment Company in their Schedule of Assets, totaling $11.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $10.4M |
| 2 | NAGRA USA, LLC NAGRA USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 263 | $101.9M | $890K |
| 3 | NUWEST GROUP HOLDINGS, LLC TA GROUP HOLDINGS 401(K) PLAN |
BELLEVUE WA |
| 938 |
| $25.1M |
| $98K |
