Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TCW Total Return Bond I Mutual fund in their Schedule of Assets, totaling $174K 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 | MCNEELY COMPANIES MCNEELY COMPANIES 401(K) PLAN | SAPPHIRE NC | 166 | $14.5M | $89K |
| 2 | STATES LOGISTICS SERVICES, INC. STATES LOGISTICS 401(K) PLAN | BUENA PARK CA | 749 | $17.5M | $47K |
| 3 | MARIN HORIZON SCHOOL MARIN HORIZON SCHOOL 403(B) DC PLAN |
MILL VALLEY CA |
| 106 |
| $10.8M |
| $28K |
| 4 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $8K |
| 5 | DUTCH OPHTHALMIC USA, INC. DUTCH OPHTHALMIC USA, INC./MICROVISION, INC. 401(K) PLAN | EXETER NH | 92 | $6.7M | $3K |
