Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Doubleline Core Fixed Income I in their Schedule of Assets, totaling $58.1M 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 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN | MIDDLETON WI | 1,782 | $1.4B | $26.7M |
| 2 | BOARD OF TRUSTEES OF WESTERN GLAZIERS RETIREMENT PLAN WESTERN GLAZIERS RETIREMENT PLAN | PORTLAND OR | 426 | $199.2M | $17.6M |
| 3 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC |
MIDDLETON WI |
| 3,273 |
| $767.7M |
| $12.9M |
| 4 | IBEW LOCAL UNION 375 ELECTRICIANS' WELFARE FUND IBEW LOCAL UNION 375 ELECTRICIANS' WELFARE FUND | ALLENTOWN PA | 679 | $11.9M | $630K |
| 5 | NORTH IDAHO EYE INSTITUTE, PA NORTH IDAHO EYE INSTITUTE, PA 401(K) PROFIT SHARING PLAN | COEUR D ALENE ID | 134 | $13.1M | $200K |
| 6 | ROCKY MOUNTAIN ELK FOUNDATION, INC. ROCKY MOUNTAIN ELK FOUNDATION, INC. TAX SHELTERED ANNUITY PLAN | MISSOULA MT | 145 | $29.8M | $68K |
