Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Metropolitan West Metropolitan West Total Return Bond in their Schedule of Assets, totaling $16.4M 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 | THE DAVEY TREE EXPERT COMPANY THE DAVEY 401KSOP AND ESOP | KENT OH | 7,923 | $448.4M | $6.2M |
| 2 | PEDIATRIC AFFILIATES, P.A. PEDIATRIC AFFILIATES, P.A. 401(K) PLAN | TOMS RIVER NJ | 157 | $22.9M | $3.0M |
| 3 | EDF RENEWABLES EDF RENEWABLES 401(K) PLAN |
SAN DIEGO CA |
| 1,301 |
| $123.2M |
| $2.6M |
| 4 | THE COMMUNITY BUILDERS, INC. THE COMMUNITY BUILDERS, INC. 403(B) PLAN | BOSTON MA | 534 | $46.3M | $1.5M |
| 5 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT 401(K) PLAN | BRONX NY | 347 | $45.6M | $826K |
| 6 | TAPANI PLUMBING, INC. TAPANI PLUMBING, INC. 401(K) RETIREMENT PLAN | BATTLE GROUND WA | 106 | $15.8M | $610K |
| 7 | U.S. TOBACCO COOPERATIVE INC. U.S. TOBACCO COOPERATIVE 401(K) PLAN | RALEIGH NC | 271 | $23.3M | $570K |
| 8 | MATTAMY HOMES CORPORATION MATTAMY HOMES CORPORATION RETIREMENT PLAN | ORLANDO FL | 804 | $56.5M | $510K |
| 9 | SUCCESS ACADEMY CHARTER SCHOOLS SUCCESS ACADEMY CHARTER SCHOOLS RETIREMENT PLAN | NEW YORK NY | 3,205 | $119.5M | $341K |
| 10 | EYE PHYSICIANS AND SURGEONS OF AUGUSTA, P.C. EYE PHYSICIANS AND SURGEONS OF AUGUSTA, P.C. 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 106 | $8.2M | $63K |
