Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Metropolitan West Total Return Bond-Plan Mutual fund in their Schedule of Assets, totaling $43.5M 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 | MANAGEMENT SCIENCE ASSOCIATES, INC. MANAGEMENT SCIENCE ASSOCIATES, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | TARENTUM PA | 511 | $170.0M | $28.3M |
| 2 | CHUGACH ALASKA CORPORATION CHUGACH 401(K) PLAN | ANCHORAGE AK | 4,058 | $256.0M | $3.7M |
| 3 | ACIST MEDICAL SYSTEMS, INC. |
EDEN PRAIRIE MN |
| 371 |
| $70.6M |
| $2.9M |
| 4 | EP ENERGY GLOBAL, LLC EP ENERGY 401(K) RETIREMENT PLAN | HOUSTON TX | 92 | $79.4M | $2.1M |
| 5 | VERDUN MANAGEMENT CO LLC VERDUN 401(K) RETIREMENT PLAN | HOUSTON TX | 223 | $89.6M | $1.5M |
| 6 | HARTZELL PROPELLER, INC. HARTZELL PROPELLER, INC. 401(K) PROFIT SHARING PLAN | PIQUA OH | 411 | $68.5M | $1.2M |
| 7 | BBENEFITS, LLC BBENEFITS, LLC 401(K) PLAN | HOUSTON TX | 120 | $6.5M | $884K |
| 8 | THE JAMES IRVINE FOUNDATION THE JAMES IRVINE FOUNDATION RETIREMENT PLAN | SAN FRANCISCO CA | 76 | $40.3M | $620K |
| 9 | PORT TOWNSEND PAPER CORPORATION PORT TOWNSEND PAPER CORP. RETIREMENT SAVINGS AND INVESTMENT PLAN AND TRUST | PORT TOWNSEND WA | 306 | $63.9M | $484K |
| 10 | RED RIVER COMMODITIES, INC. EMPLOYEES PENSION PLAN OF RED RIVER COMMODITIES, INC. | FARGO ND | 28 | $4.3M | $468K |
