Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Metropolitan West Funds Total Return Bond Fund Plan Class in their Schedule of Assets, totaling $3.7M 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 | COUNTYBANK COUNTYBANK 401(K) PLAN | GREENWOOD SC | 168 | $28.2M | $1.5M |
| 2 | INTEGRATION INNOVATION, INC. D/B/A I3 INTEGRATION INNOVATION, INC. 401(K) AND PROFIT SHARING PLAN | HUNTSVILLE AL | 787 | $98.3M | $1.0M |
| 3 | MARQUIS MANAGEMENT, LLC. MARQUIS MANAGEMENT, LLC.401K PLAN |
HENNEPIN IL |
| 448 |
| $42.0M |
| $578K |
| 4 | GRAND HOME FURNISHINGS GRAND PIANO & FURNITURE CO. , INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | ROANOKE VA | 356 | $23.7M | $564K |
