Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Doubleline Doubleline Low Duration Bond I in their Schedule of Assets, totaling $1.4M 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 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $947K |
| 2 | WOMBLE BOND DICKINSON (US) LLP RETIREMENT SECURITY PLAN OF WOMBLE BOND DICKINSON (US) LLP - PLAN D | WINSTON-SALEM NC | 0 | $3.6M | $270K |
| 3 | WOMBLE BOND DICKINSON (US) LLP |
WINSTON-SALEM NC |
| 166 |
| $3.6M |
| $201K |
| 4 | NEW HOPE TREATMENT CENTERS, LLC NEW HOPE TREATMENT CENTERS 401(K) PLAN | NORTH CHARLESTON SC | 300 | $3.9M | $2K |
