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 Mutual fund in their Schedule of Assets, totaling $21.2M 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 | SHAMROCK TRADING CORPORATION SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 2,503 | $122.1M | $11.2M |
| 2 | MISSION SUPPORT AND TEST SERVICES, LLC NNSS STAFF PENSION PLAN | PHILADELPHIA PA | 14 | $29.1M | $4.9M |
| 3 | OPHTHALMIC CONSULTANTS OF BOSTON, INC. |
BOSTON MA |
| 541 |
| $116.6M |
| $3.5M |
| 4 | SAKS GLOBAL ENTERPRISES LLC HBC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 5,627 | $534.7M | $1.1M |
| 5 | HARBOR BEACH COMMUNITY HOSPITAL HARBOR BEACH COMMUNITY HOSPITAL PENSION & TAX DEF SAVINGS PLAN | HARBOR BEACH MI | 196 | $7.9M | $459K |
