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 M Mutual Fund in their Schedule of Assets, totaling $27.2M 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 | MAYNARD NEXSEN PC MAYNARD NEXSEN PC 401(K) MASTER TRUST | BIRMINGHAM AL | — | $419.0M | $26.6M |
| 2 | SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES CA | 159 | $13.5M | $557K |
| 3 | PERKINS MOTOR COMPANY, INC. PERKINS MOTOR COMPANY, INC. PROFIT SHARING PLAN |
COLORADO SPRINGS CO |
| 110 |
| $4.9M |
| $30K |