Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TCW TCW Metwest Total Return Bond in their Schedule of Assets, totaling $772K 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 | BANKERS FINANCIAL CORPORATION ASSOCIATES' SAVINGS PLAN | ST. PETERSBURG GA | 413 | $50.4M | $563K |
| 2 | GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION BROOKS REHABILITATION 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 294 | $16.2M | $151K |
| 3 | DIRECTION HOME OF EASTERN OHIO, INC. |
YOUNGSTOWN OH |
| 149 |
| $8.7M |
| $39K |
| 4 | RED ROBIN INTERNATIONAL, INC. RED ROBIN INTERNATIONAL, INC. 401(K) SAVINGS PLAN | ENGLEWOOD CO | 12,597 | $68.8M | $19K |