Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding TCW Metwest Total Return Bond Plan in their Schedule of Assets, totaling $49.6M 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 | JOINT ANNUITY FUND LOCAL 164 IBEW JOINT ANNUITY FUND LOCAL 164 IBEW | ROSELAND NJ | 3,027 | $925.4M | $45.6M |
| 2 | CALIFORNIA TEACHERS ASSOCIATION CALIFORNIA TEACHERS ASSOCIATION 401(K) PLAN | BURLINGAME CA | 388 | $160.7M | $1.7M |
| 3 | DELTA DENTAL OF COLORADO |
CENTENNIAL CO |
| 233 |
| $29.3M |
| $818K |
| 4 | AMERICANTCS FIDUCIARY SERVICES, LLC BLUESTAR BKS POOLED EMPLOYER PLAN | PITTSBURGH PA | 948 | $14.5M | $450K |
| 5 | CADDELL CONSTRUCTION CO. (DE), LLC CADDELL CONSTRUCTION RETIREMENT PLAN | MONTGOMERY AL | 405 | $59.8M | $377K |
| 6 | J.N. WHITE ASSOCIATES, INC. JN WHITE ASSOCIATES INC PROFIT SHARING PLAN | PERRY NY | 106 | $10.8M | $298K |
| 7 | UNITED PETROLEUM TRANSPORTS, INC. UNITED PETROLEUM TRANSPORTS, INC. EMPLOYEES SAVINGS PLAN | OKLAHOMA CITY OK | 525 | $7.7M | $156K |
| 8 | PLATO ELEARNING LLC ELB 401(K) PLAN | LEHI UT | 100 | $4.5M | $72K |
| 9 | INNOVATIVE OFFICE SYSTEMS, LLC LINEAGE PROFIT SHARING 401(K) PLAN | CHARLOTTE NC | 112 | $8.2M | $68K |
| 10 | SEMCAC SEMCAC 401K PROFIT SHARING PLAN | RUSHFORD MN | 267 | $4.9M | $36K |
