Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Doubleline Core Fixed Income I Mutual fund in their Schedule of Assets, totaling $29.0M 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 | INSTITUTE OF NUCLEAR POWER OPERATIONS INSTITUTE OF NUCLEAR POWER OPERATIONS 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 304 | $136.9M | $15.6M |
| 2 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $7.8M |
| 3 | INSITU, INC. |
BINGEN WA |
| 527 |
| $144.0M |
| $2.8M |
| 4 | YONKERS CONTRACTING COMPANY, INC. YONKERS CONTRACTING COMPANY, INC. PROFIT SHARING AND INCENTIVE SAVINGS PLAN | YONKERS NY | 155 | $47.2M | $1.5M |
| 5 | FARWEST STEEL CORPORATION FARWEST STEEL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN | EUGENE OR | 648 | $47.9M | $664K |
| 6 | KIDNEY CARE SPECIALISTS, LLC KIDNEY CARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | BROOMALL PA | 155 | $56.2M | $317K |
| 7 | MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN | AUGUSTA ME | 123 | $29.2M | $229K |
| 8 | ETRAILER CORPORATION ETRAILER CORPORATION EMPLOYEE PROFIT SHARING PLAN & TRUST | WENTZVILLE MO | 378 | $32.0M | $48K |
| 9 | BPS SUPPLY GROUP BPS SUPPLY GROUP 401(K) PROFIT SHARING PLAN | SHAFTER CA | 0 | $0 | $2K |
