Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Metwest Total Return Bond I in their Schedule of Assets, totaling $1.5M 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 | HAVERFORD COLLEGE HAVERFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAVERFORD PA | 1,160 | $260.0M | $1.4M |
| 2 | KERASOTES SHOWPLACE THEATRES, LL KERASOTES SHOWPLACE THEATRES 401(K) SAVINGS PLAN | CHICAGO IL | 214 | $6.9M | $33K |
| 3 | ANDREWS LOGISTICS TEXAS, L.P. |
SOUTHLAKE TX |
| 492 |
| $7.6M |
| $6K |
