Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TCW MW TOT RTN BD I in their Schedule of Assets, totaling $3.6M 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 | JERGENS, INC. JERGENS, INC. SALARY REDUCTION PROFIT SHARING RETIREMENT PLAN AND TRUST | CLEVELAND OH | 252 | $26.2M | $1.3M |
| 2 | BBB INDUSTRIES, LLC BBB INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN | DAPHNE AL | 1,440 | $54.5M | $774K |
| 3 | SOUTHWEST INTERNATIONAL TRUCKS, INC. |
DALLAS TX |
| 366 |
| $20.0M |
| $700K |
| 4 | DESCHUTES BREWERY, INC. DESCHUTES BREWERY, INC. 401(K) PLAN | BEND OR | 388 | $31.5M | $414K |
| 5 | METEORCOMM LLC METEORCOMM 401(K) PLAN | RENTON WA | 180 | $39.6M | $394K |
| 6 | ZERO MOTORCYCLES ZERO MOTORCYCLES, INC. 401(K) PLAN | SCOTTS VALLEY CA | 205 | $21.1M | $41K |
| 7 | HI. Q, INC. HEALTH IQ 401(K) PROFIT SHARING PLAN AND TRUST | WILMINGTON DE | 0 | $51K | $4K |
