Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Doubleline Total Return Bond Fund Class I Mutual Fund in their Schedule of Assets, totaling $7.0M 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 | ENERFAB, INC. HBH HOLDINGS, INC. 401(K) | CINCINNATI OH | 554 | $56.7M | $3.6M |
| 2 | CIMARRON LUMBER AND SUPPLY COMPANY SUTHERLAND LUMBER COMPANY EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 1,620 | $81.8M | $2.3M |
| 3 | OTTAWA BANCSHARES, INC. OTTAWA BANCSHARES, INC. PROFIT SHARING PLAN |
SALINA KS |
| 182 |
| $27.4M |
| $759K |
| 4 | AVIATION SECURITY MANAGEMENT, LLC AVIATION SECURITY MANAGEMENT, LLC 401(K) PLAN | DUMFRIES VA | 254 | $6.5M | $235K |
| 5 | AMERICAN NATIONAL RED CROSS AMERICAN RED CROSS SAVINGS PLAN | WASHINGTON DC | 17,892 | $1.7B | $11K |