Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DoubleLine DoubleLine Total Return Bond Fund Class I in their Schedule of Assets, totaling $1.9M 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 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $656K |
| 2 | RELIAQUEST, LLC RELIAQUEST, LLC 401(K) PLAN | TAMPA FL | 771 | $52.3M | $504K |
| 3 | EXCEPTIONAL PARENTS UNLIMITED EXCEPTIONAL PARENTS UNLIMITED PROFIT SHARING PLAN |
FRESNO CA |
| 120 |
| $4.4M |
| $371K |
| 4 | GROSS, MENDELSOHN & ASSOCIATES, PA GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 133 | $47.5M | $269K |
| 5 | T BANK, N.A. T BANK, N.A. EMPLOYEE SAVINGS PLAN | DALLAS TX | 172 | $14.6M | $46K |
| 6 | IEQ CAPITAL, LLC IEQ CAPITAL 401(K) PLAN | FOSTER CITY CA | 240 | $20.7M | $13K |
