Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Metropolitan West Asset Management Total Return Bond Fund in their Schedule of Assets, totaling $1.1M 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 | JOINT BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 7, ZONE SHEET METAL WORKERS LOCAL UNION NO. 7 ZONE 2 HEALTH CARE PLAN | LANSING MI | 452 | $2.2M | $652K |
| 2 | BARKLEY, INC. BARKLEY, INC. 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 469 | $47.0M | $454K |
