Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DL TOTAL RTN BOND I Mutual Fund in their Schedule of Assets, totaling $1.0M 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 | NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN | DENVER CO | 2,379 | $355.9M | $997K |
| 2 | STACCATO 2011, LLC STACCATO 2011 401(K) PLAN | FLORENCE TX | 294 | $5.4M | $3K |
