Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Metropolitan West Total Return Bond Plan # in their Schedule of Assets, totaling $135.2M 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 | COMERICA INCORPORATED COMERICA INCORPORATED PREFERRED SAVINGS PLAN | DALLAS TX | 7,885 | $2.0B | $43.0M |
| 2 | ROPER ST. FRANCIS HEALTHCARE ROPER ST. FRANCIS HEALTHCARE 403(B) PLAN | CHARLESTON SC | 6,783 | $664.5M | $33.1M |
| 3 | SWEDISHAMERICAN HEALTH SYSTEM SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN |
ROCKFORD IL |
| 3,899 |
| $402.2M |
| $28.6M |
| 4 | HILTON DOMESTIC OPERATING COMPANY, INC. HILTON 401(K) PLAN | MCLEAN VA | 27,725 | $2.3B | $11.1M |
| 5 | IMA FINANCIAL GROUP, INC. IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WICHITA KS | 2,726 | $317.2M | $6.5M |
| 6 | BOARD OF TRUSTEES OF THE WISCONSIN SHEET WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 1,119 | $61.4M | $2.4M |
| 7 | MARSH AUTOMOTIVE GROUP MARSH AUTOMOTIVE GROUP 401(K) PLAN & TRUST | TRAVERSE CITY MI | 311 | $19.2M | $2.2M |
| 8 | ASPIRIANT LLC ASPIRIANT 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 231 | $75.4M | $1.5M |
| 9 | UNITED POWER, INC. UNITED POWER, INC. 401(K) PLAN | BRIGHTON CO | 198 | $34.1M | $1.1M |
| 10 | GETTYSBURG COLLEGE GETTYSBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | GETTYSBURG PA | 780 | $179.7M | $942K |
