Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund Mutual funds in their Schedule of Assets, totaling $66.9M 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 SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN | LOS ANGELES CA | 25,110 | $4.8B | $38.3M |
| 2 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 21,620 | $5.0B | $27.8M |
| 3 | DELAWARE OTSEGO CORPORATION |
COOPERSTOWN NY |
| 111 |
| $23.0M |
| $819K |
| 4 | GUTHRIE MAINSTREAM SERVICES LLC GMS 401(K) PLAN | MESA AZ | 217 | $1.7M | $15K |
