Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund Class M Mutual fund in their Schedule of Assets, totaling $5.7M 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 | SARAH BUSH LINCOLN HEALTH CENTER SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN | MATTOON IL | 3,436 | $344.1M | $2.6M |
| 2 | WORLD SHIPPING, INC. THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 967 | $46.6M | $2.1M |
| 3 | BAKER ENGINEERING AND RISK CONSULTANTS, INC |
SAN ANTONIO TX |
| 189 |
| $65.9M |
| $781K |
| 4 | ELEMENTUM SCM, INC. ELEMENTUM RETIREMENT PLAN | SALT LAKE CITY UT | 45 | $11.3M | $172K |
| 5 | CENTRAL COAST HOME HEALTH, INC. CENTRAL COAST HOME HEALTH RETIREMENT PLAN | SAN LUIS OBISPO CA | 409 | $21.5M | $106K |
| 6 | H.G. WEBER & CO., INC. H.G. WEBER COMPANY EMPLOYEES' TRUST | KIEL WI | 98 | $11.1M | $33K |
