Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Doubleline Total Return Bond Fund Mutual fund in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | EIG MANAGEMENT COMPANY, LLC |
WASHINGTON DC |
| 111 |
| $25.3M |
| $555K |
| 4 | L&M SERVICES, INC. L&M SERVICES, INCORPORATED EMPLOYEE SAVINGS PLAN | WOODINVILLE WA | 120 | $6.1M | $287K |
| 5 | ESL FEDERAL CREDIT UNION ESL FEDERAL CREDIT UNION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION PLAN | ROCHESTER NY | 139 | $8.2M | $113K |
| 6 | MCKINNEY COMMUNICATIONS CORPORATION MCKINNEY COMMUNICATIONS CORPORATION 401(K) PLAN | BIRMINGHAM AL | 237 | $4.4M | $75K |
| 7 | INTERFACE CHILDREN & FAMILY SERVICES INTERFACE CHILDREN & FAMILY SERVICES 401(K) PLAN | CAMARILLO CA | 156 | $3.6M | $12K |
