Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Doubleline Total Return Bond Fund Mutual fund in their Schedule of Assets, totaling $5.3M 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 | KANSAS UNIVERSITY ENDOWMENT ASSOCIATION RETIREMENT PLAN FOR EMPLOYEES OF THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | LAWRENCE KS | 157 | $55.2M | $1.8M |
| 2 | MIZUHO ORTHOPEDIC SYSTEMS, INC MIZUHO OSI 401(K) SAVINGS PLAN | UNION CITY CA | 509 | $78.0M | $1.3M |
| 3 | THE NORWICH FREE ACADEMY |
NORWICH CT |
| 80 |
| $11.0M |
| $867K |
| 4 | EIG MANAGEMENT COMPANY, LLC EIG MANAGEMENT COMPANY, LLC 401(K) PLAN | WASHINGTON DC | 111 | $25.3M | $555K |
| 5 | BNCCORP, INC. BNCCORP, INC. 401(K) SAVINGS PLAN | BISMARCK ND | 130 | $48.9M | $308K |
| 6 | L&M SERVICES, INC. L&M SERVICES, INCORPORATED EMPLOYEE SAVINGS PLAN | WOODINVILLE WA | 120 | $6.1M | $287K |
| 7 | ESL FEDERAL CREDIT UNION ESL FEDERAL CREDIT UNION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION PLAN | ROCHESTER NY | 139 | $8.2M | $113K |
| 8 | MCKINNEY COMMUNICATIONS CORPORATION MCKINNEY COMMUNICATIONS CORPORATION 401(K) PLAN | BIRMINGHAM AL | 237 | $4.4M | $75K |
