Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DoubleLine Dl Total Rtn Bond I in their Schedule of Assets, totaling $2.5M 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 | FERMI RESEARCH ALLIANCE, LLC RETIREMENT PLAN FOR EMPLOYEES OF FERMI RESEARCH ALLIANCE, LLC | BATAVIA IL | 1,724 | $796.0M | $2.5M |
| 2 | THE LIGHTSTONE GROUP, LLC THE LIGHTSTONE GROUP, LLC 401(K) PLAN | NEW YORK NY | 564 | $40.4M | $32K |
