Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Metropolitan West Total Return Bond Mutual Fund NR in their Schedule of Assets, totaling $7.8M 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 | SERCO INC. SERCO INC. 401(K) RETIREMENT PLAN | HERNDON VA | 7,147 | $744.1M | $7.6M |
| 2 | SUTHERLIN MANAGEMENT, INC. SUTHERLIN MANAGEMENT, INC. 401(K) PLAN | WETUMPKA AL | 421 | $5.7M | $196K |
