Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Metropolitan West Metropolitan West Total Return Bond Fund Plan Class in their Schedule of Assets, totaling $23.2M 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 | UNIVERSITY OF RICHMOND UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN | RICHMOND VA | 1,880 | $685.5M | $18.8M |
| 2 | MCCARTER & ENGLISH, LLP MCCARTER AND ENGLISH RETIREMENT AND SAVINGS PLAN | NEWARK NJ | 801 | $487.8M | $3.8M |
| 3 | RESOURCE MANAGEMENT SERVICE, LLC |
BIRMINGHAM AL |
| 148 |
| $52.2M |
| $480K |
| 4 | OMEGA THERAPEUTICS, INC. OMEGA THERAPEUTICS, INC. 401(K) PLAN | CAMBRIDGE MA | 41 | $11.8M | $55K |
| 5 | TOTAL RESPIRATORY & REHAB INC TOTAL RESPIRATORY & REHAB INC 401(K) PROFIT SHARING PLAN & TRUST | OMAHA NE | 168 | $4.9M | $11K |
