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 in their Schedule of Assets, totaling $15.2M 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 | JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30 ROOFERS UNION LOCAL 30 COMBINED ANNUITY FUND | TROY MI | 1,985 | $111.9M | $9.6M |
| 2 | JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30 ROOFERS UNION LOCAL 30 COMBINED HEALTH AND WELFARE FUND | TROY MI | 632 | $31.5M | $5.4M |
| 3 | AMERICAN ANGUS ASSOCIATION |
ST. JOSEPH MI |
| 288 |
| $56.1M |
| $128K |
| 4 | TRUSTEES OF LABORERS' LOCAL 130 PENSION FUND LABORERS' LOCAL 130 PENSION FUND | SCRANTON PA | 116 | $4.2M | $124K |
