Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Metropolitan West Total Return in their Schedule of Assets, totaling $158.6M 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 | BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO. UA LOCAL 290 PLUMBER, STEAMFITTER & SHIPFITTER PENSION PLAN | TUALATIN OR | 3,642 | $1.3B | $108.1M |
| 2 | U.A. LOCAL NO. 343 PENSION TRUST U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN | VACAVILLE CA | 250 | $159.7M | $25.2M |
| 3 | LHB, INC. |
DULUTH MN |
| 225 |
| $65.7M |
| $8.9M |
| 4 | BOARD OF TRUSTEES, CEMENT MASONS AND PLASTERERS HEALTH AND WELFARE CEMENT MASONS AND PLASTERERS HEALTH AND WELFARE PLAN | SEATTLE WA | 1,183 | $40.4M | $7.1M |
| 5 | BOARD OF TRUSTEES, THE NELSON TRUST THE NELSON TRUST | PORTLAND OR | 626 | $37.8M | $5.0M |
| 6 | GAYLORD HOSPITAL, INC. GAYLORD HOSPITAL, INC. 401(K) PLAN | WALLINGFORD CT | 711 | $51.0M | $2.1M |
| 7 | CNA NATIONAL WARRANTY CORPORATION CNA NATIONAL WARRANTY CORPORATION 401K PLAN | SCOTTSDALE AZ | 306 | $42.4M | $695K |
| 8 | HEALTHPOINT HEALTHPOINT 403(B) SAVINGS PLAN | RENTON WA | 343 | $35.7M | $683K |
| 9 | CINCINNATI COPIERS, INC. PCT 401(K) PLAN | CINCINNATI OH | 260 | $30.8M | $479K |
| 10 | LIFEPATH, INC. LIFEPATH, INC. 401(K) RETIREMENT PLAN | BETHLEHEM PA | 614 | $23.3M | $180K |
