Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Doubleline Core Fixed Income Fund Class I in their Schedule of Assets, totaling $13.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARY WASHINGTON HEALTHCARE MARY WASHINGTON HEALTHCARE DEFINED BENEFIT RETIREMENT PLAN | FREDERICKSBURG VA | 294 | $128.0M | $5.5M |
| 2 | KILPATRICK TOWNSEND & STOCKTON LLP KILPATRICK TOWNSEND & STOCKTON LLP CASH BALANCE PLAN MASTER TRUST | ATLANTA GA | — | $39.7M | $5.5M |
| 3 | BOARD OF TRUSTEES, IDAHO PLUMBERS AND PIPEFITTERS PENSION PLAN |
PORTLAND OR |
| 1,508 |
| $188.9M |
| $2.0M |
| 4 | SIPI METALS CORP. SIPI METALS CORP. HOURLY AND COLLECTIVE BARGAINING UNIT EMPLOYEES RETIREMENT PLAN | CHICAGO IL | 86 | $2.7M | $355K |