Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Metropolitan West in their Schedule of Assets, totaling $78.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLAYTON HOMES, INC. CLAYTON HOMES, INC. 401(K) RETIREMENT PLAN | MARYVILLE TN | 22,418 | $1.6B | $33.4M |
| 2 | SMITH, ANDERSON, ET AL L.L.P. SMITH, ANDERSON, BLOUNT, DORSETT, MITCHELL & JERNIGAN 401(K) PROFIT SHARING PLAN | RALEIGH NC | 254 | $190.5M | $14.4M |
| 3 | REQUEST FOODS, INC. |
HOLLAND MI |
| 1,108 |
| $120.8M |
| $14.4M |
| 4 | CHILDRENS HOSPITAL AND HEALTH SYSTEM, INC. CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 8,645 | $1.0B | $11.0M |
| 5 | CENTRAL FLORIDA INVESTMENTS, INC. CENTRAL FLORIDA INVESTMENTS, INC. 401(K) SAVINGS AND RETIREMENT PLAN | ORLANDO FL | 5,266 | $176.9M | $2.4M |
| 6 | STETSON UNIVERSITY STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN | DELAND FL | 789 | $262.3M | $2.4M |
| 7 | ROARK CAPITAL MANAGEMENT LLC ROARK CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 142 | $43.9M | $319K |
| 8 | PARKER TRUTEC INCORPORATED PARKER TRUTEC INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST | SPRINGFIELD OH | 294 | $15.3M | $197K |
| 9 | MEDIC MANAGEMENT GROUP, LLC MEDIC MANAGEMENT GROUP 401(K) PLAN | BEACHWOOD OH | 130 | $4.8M | $124K |
| 10 | TANANA CHIEFS CONFERENCE TANANA CHIEFS CONFERENCE 403B RETIREMENT SAVINGS PLAN | FAIRBANKS AK | 1,217 | $25.6M | $104K |
