Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Metropolitan West Total Ret BD in their Schedule of Assets, totaling $952K 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 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $950K |
| 2 | POYNER SPRUILL LLP POYNER SPRUILL LLP SAVINGS AND RETIREMENT PLAN | RALEIGH NC | 171 | $71.8M | $2K |
