Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Metropolitan West Total Return Bond M in their Schedule of Assets, totaling $11.5M 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 | FREDRIKSON & BYRON PA FREDRIKSON & BYRON PA PROFIT SHARING PLAN | MINNEAPOLIS MN | 806 | $491.0M | $9.8M |
| 2 | CAROLINA HOME MEDICAL, INC. CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST | NEW BERN NC | 378 | $20.3M | $702K |
| 3 | ROCKING HORSE CENTER ROCKING HORSE CENTER 401(K) PLAN |
SPRINGFIELD OH |
| 213 |
| $8.6M |
| $307K |
| 4 | MORITZ PARTNERS, LP MORITZ 401(K) PLAN | ARLINGTON TX | 286 | $22.3M | $241K |
| 5 | AMERICAN BAPTIST HOMES OF THE MIDWEST AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN | EDEN PRAIRIE MN | 1,453 | $20.8M | $141K |
| 6 | YELED VYALDA E.C.C., INC. YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN | BROOKLYN NY | 525 | $12.6M | $132K |
| 7 | VALIANT SOLUTIONS LLC VALIANT SOLUTIONS LLC 401(K)PROFIT SHARING PLAN AND TRUST | LAWRENCE KS | 201 | $13.2M | $101K |
