Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund P " in their Schedule of Assets, totaling $37.3M 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 | ARDENT HEALTH PARTNERS, INC. ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 23,054 | $1.6B | $36.1M |
| 2 | ENGLOBAL CORPORATION ENGLOBAL 401(K) PLAN | HOUSTON TX | 167 | $29.8M | $1.0M |
| 3 | OPTIMIZELY NORTH AMERICA INC. OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST |
NASHUA NH |
| 505 |
| $74.6M |
| $188K |
