Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Metropolitan West Funds Total Return Bond Fund in their Schedule of Assets, totaling $13.1M 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 | JACK IN THE BOX INC. JACK IN THE BOX INC. EASYSAVER PLUS PLAN | SAN DIEGO CA | 6,180 | $145.0M | $3.7M |
| 2 | FLINTCO, LLC FLINTCO, LLC SAVINGS PLUS PLAN | TULSA OK | 839 | $113.5M | $2.8M |
| 3 | ORAL ROBERTS UNIVERSITY ORAL ROBERTS UNIVERSITY RETIREMENT PLAN |
TULSA OK |
| 483 |
| $74.7M |
| $1.8M |
| 4 | THE SHELTERING ARMS HOSPITAL SHELTERING ARMS 403(B) RETIREMENT PLAN | RICHMOND VA | 677 | $52.0M | $1.5M |
| 5 | THE EYE CARE GROUP, P.C. THE EYE CARE GROUP P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT | WATERBURY CT | 103 | $21.0M | $1.3M |
| 6 | FLEET FARM WHOLESALE SUPPLY COMPANY, LLC FLEET FARM 401(K)PLAN | APPLETON WI | 4,937 | $144.4M | $704K |
| 7 | INDIAN HEALTH CARE RESOURCE CENTER OF TULSA, INC. INDIAN HEALTH CARE 403(B) PLAN | TULSA OK | 126 | $11.6M | $401K |
| 8 | RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN | TULSA OK | 129 | $14.4M | $280K |
| 9 | SOVEREIGN HEALTHCARE HOLDINGS, LLC SOVEREIGN HEALTHCARE 401(K) PLAN | CASSELBERRY FL | 4,456 | $31.2M | $276K |
| 10 | INDIAN HEALTH CARE RESOURCE CENTER OF TULSA, INC. INDIAN HEALTH CARE RESOURCE CENTER RETIREMENT PLA | TULSA OK | 126 | $7.5M | $223K |
