Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Tcw Metwest Total Return Bond Plan Mutual fund in their Schedule of Assets, totaling $59.6M 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 | BROWN AND CALDWELL BROWN AND CALDWELL SAVINGS PLAN | LAKEWOOD CO | 2,280 | $574.9M | $35.1M |
| 2 | POLSINELLI PC POLSINELLI PROFIT SHARING PLAN I | KANSAS CITY MO | 1,397 | $518.1M | $14.4M |
| 3 | POLSINELLI PC POLSINELLI PROFIT SHARING PLAN II |
| 1,311 |
| $93.2M |
| $2.2M |
| 4 | ORTHOPEDIC ASSOC. OF HARTFORD PC ORTHOPEDIC ASSOCIATES OF HARTFORD P.C. SECTION 401K PROFIT SHARING PLAN | FARMINGTON CT | 338 | $76.0M | $1.8M |
| 5 | R.H. WHITE CONSTRUCTION CO., INC. R.H. WHITE 401(K) PROFIT SHARING-PW PLAN | AUBURN MA | 520 | $70.4M | $1.1M |
| 6 | CCA GLOBAL PARTNERS, INC. CCA GLOBAL PARTNERS 401(K) PROFIT SHARING PLAN | EARTH CITY MO | 425 | $66.0M | $919K |
| 7 | HERITAGE TRACTOR, INC. HERITAGE TRACTOR 401(K) PLAN | BALDWIN CITY KS | 687 | $61.4M | $816K |
| 8 | SAN LUIS VALLEY BEHAVIORAL HEALTH GROUP, INC. SLV BEHAVIORAL HEALTH GROUP, INC. 401(K) PLAN | ALAMOSA CO | 142 | $8.1M | $517K |
| 9 | VALUE ADDED SOLUTIONS, INC. VALUE ADDED SOLUTIONS, INC. 401(K) PLAN | AIKEN SC | 177 | $10.7M | $503K |
| 10 | OLD DOMINION INSULATION, INC. OLD DOMINION INSULATION, INC. 401(K) PLAN | MIDLOTHIAN VA | 823 | $12.9M | $414K |
