Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Metropolitan West Total Return I Mutual fund in their Schedule of Assets, totaling $235K 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 | WEBER, INC. WEBER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 195 | $28.3M | $157K |
| 2 | VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN | COLUMBUS OH | 189 | $34.5M | $33K |
| 3 | WENDY'S OF COLORADO SPRINGS, INC. |
COLORADO SPRINGS CO |
| 4,935 |
| $9.2M |
| $30K |
| 4 | ALAMO TRUST, INC. ALAMO 401(K) PLAN | SAN ANTONIO TX | 0 | $1.6M | $15K |
