Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Metropolitan West Total Return I in their Schedule of Assets, totaling $4.2M 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 | O'BRIEN STEEL SERVICE CO. O'BRIEN GROUP 401(K) PLAN | PEORIA IL | 422 | $25.9M | $2.9M |
| 2 | NORTHERN RIVERS FAMILY SERVICES, INC. NORTHERN RIVERS FAMILY SERVICES, INC. AND MEMBER AGENCIES RETIREMENT PLAN | ALBANY NY | 1,177 | $53.0M | $1.0M |
| 3 | SOUTH CAROLINA PEDIATRIC ALLIANCE, LLC |
COLUMBIA SC |
| 200 |
| $37.6M |
| $244K |
| 4 | HEALTHPOINT HEALTHPOINT 401(K) RETIREMENT PLAN | RENTON WA | 349 | $28.6M | $16K |
| 5 | L.T. HAMPEL CORP HAMPEL 401(K) SAVINGS PLAN | GERMANTOWN WI | 116 | $8.4M | $13K |
