Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TCW TCW Metwest Total Return Bond I in their Schedule of Assets, totaling $2.6M 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 | HEAPY ENGINEERING HEAPY ENGINEERING, INC. SAVINGS PLAN | DAYTON OH | 250 | $38.2M | $2.6M |
| 2 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $53K |
| 3 | LARSON FINANCIAL GROUP, LLC LARSON FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
ST. LOUIS MO |
| 221 |
| $12.2M |
| $5K |
| 4 | DIAZ, ANSELMO, & ASSOCIATES, P.A.. DIAZ ANSELMO & ASSOCIATES 401(K) PLAN | PLANTATION FL | 141 | $5.9M | $4K |
