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 Mutual Fund in their Schedule of Assets, totaling $10.5M 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 | CARESOURCE MANAGEMENT SERVICES LLC CARESOURCE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN | DAYTON OH | 4,590 | $511.1M | $10.0M |
| 2 | RUSHLIGHT ASSETS, INC. RUSHLIGHT ASSETS, INC. 401(K) PLAN | MIAMIMSBURG OH | 137 | $18.2M | $295K |
| 3 | TRADE SUPPLY GROUP, LLC TRADE SUPPLY GROUP, INC. 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 416 |
| $24.6M |
| $202K |