Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund Class I Mutual fund in their Schedule of Assets, totaling $25.0M 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 | SS&C TECHNOLOGIES, INC SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | WINDSOR CT | 11,166 | $1.8B | $11.7M |
| 2 | SS&C GIDS, INC. DST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 2,581 | $1.1B | $8.7M |
| 3 | CHERRY BEKAERT ADVISORY LLC CHERRY BEKAERT ADVISORY LLC 401(K) PLAN |
RICHMOND VA |
| 2,316 |
| $263.0M |
| $3.4M |
| 4 | CNOOC ENERGY U.S.A. LLC CNOOC 401(K) SAVINGS AND PENSION PLAN | HOUSTON TX | 75 | $73.9M | $681K |
| 5 | HUHTAMAKI, INC. HUHTAMAKI LONG TERM SAVINGS AND INVESTMENT PLAN HOURLY EMPLOYEES | DESOTO KS | 766 | $63.1M | $257K |
| 6 | EWING-FOLEY, INC. EWING-FOLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CUPERTINO CA | 101 | $24.1M | $192K |
| 7 | WOODBURN NURSERY & AZALEAS, INC. WOODBURN NURSERY & AZALEAS, INC. RETIREMENT PLAN AND TRUST | WOODBURN OR | 134 | $18.8M | $56K |
| 8 | CORTEC CORPORATION CORTEC CORPORATION 401(K) PLAN | WHITE BEAR LAKE MN | 144 | $15.7M | $2K |
