Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DoubleLine Core Fixed Income Mutual Funds in their Schedule of Assets, totaling $263K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SANTE HEALTH SYSTEMS, INC. SANTE HEALTH SYSTEM RETIREMENT PLAN | FRESNO CA | 868 | $35.5M | $152K |
| 2 | FORREST PAINT CO. FORREST PAINT CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | EUGENE OR | 91 | $12.1M | $112K |
