Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Tcw Metwest Total Return Bond Plan Mutual funds in their Schedule of Assets, totaling $3.9M 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 | TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN | CHANDLER AZ | 9,352 | $309.9M | $3.0M |
| 2 | MEMBRANE HOLDINGS LLC ENTEK 401(K) PLAN | LEBANON OR | 569 | $66.7M | $479K |
| 3 | A-CAP, LLC A-CAP, LLC 401(K) PLAN | PLEASANTVILLE NY |
| 101 |
| $10.1M |
| $244K |
| 4 | DAN DEERY MOTOR CO. DAN DEERY MOTOR CO. PROFIT SHARING PLAN | CEDAR FALLS IA | 141 | $15.9M | $132K |
| 5 | AD-TECH MEDICAL INSTRUMENT CORPORATION AD-TECH MEDICAL INSTRUMENT CORPORATION PROFIT SHARING PLAN | OAK CREEK WI | 146 | $4.3M | $20K |