Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 120 U.S. retirement plans report holding Metropolitan West Total Return Bond Fund - in their Schedule of Assets, totaling $425.7M 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 | BOARD OF TRUSTEES, U.A. UNION LOCAL NO. 290 PLUMBER, U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER INDUSTRY HEALTH AND WELFARE PLAN | TUALATIN OR | 3,717 | $227.0M | $37.1M |
| 2 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $36.7M |
| 3 |
WILLIAMSVILLE NY |
| — |
| $41.3M |
| $30.6M |
| 4 | ESSITY NORTH AMERICA INC. ESSITY NORTH AMERICA INVESTMENT & RETIREMENT PLAN | PHILADELPHIA PA | 3,118 | $912.8M | $29.1M |
| 5 | BOKF, NA BOK FINANCIAL 401(K) PLAN | TULSA OK | 4,961 | $1.2B | $26.8M |
| 6 | JUSTWORKS EMPLOYMENT GROUP, LLC JUSTWORKS RETIREMENT SAVINGS PLAN | NEW YORK NY | 147,007 | $3.9B | $24.7M |
| 7 | WOLVERINE WORLD WIDE, INC. WOLVERINE WORLD WIDE, INC. 401(K) RETIREMENT SAVINGS PLAN I | ROCKFORD MI | 1,076 | $200.1M | $24.1M |
| 8 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN | SAN FRANCISCO CA | 252 | $178.0M | $18.8M |
| 9 | ADIDAS AMERICA, INC. ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 6,427 | $956.2M | $15.1M |
| 10 | OOCL (USA) INC. OOCL (USA) INC. SAVINGS PLAN | SOUTH JORDAN UT | 442 | $164.2M | $11.1M |
