Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DoubleLine Funds DoubleLine Total Return Bond Fund Class I in their Schedule of Assets, totaling $1.3M 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 | HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 47 WELFARE FUND HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 47 WELFARE FUND | LANSING MI | 242 | $7.3M | $801K |
| 2 | REXCO, INC. REXCO, INC. 401(K) PROFIT SHARING PLAN | PORT LAVACA TX | 126 | $4.4M | $532K |