Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Doubleline Total Return Bond Fund in their Schedule of Assets, totaling $92.8M 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 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN | GRAND BLANC MI | 18,139 | $1.9B | $63.1M |
| 2 | INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. INDIANA HEMOPHILIA & THROMBOSIS CENTER INC. 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 273 | $48.6M | $7.3M |
| 3 | BOARD OF TRUSTEES U.A. LOCAL UNION NO. 125 HEALTH AND WELFARE FUND |
CEDAR RAPIDS IA |
| 987 |
| $53.4M |
| $6.7M |
| 4 | MICHIGAN BAC PENSION FUND MICHIGAN BAC PENSION FUND | TROY MI | 1,097 | $195.0M | $5.0M |
| 5 | LJA ENGINEERING, INC. LJA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HOUSTON TX | 2,470 | $493.5M | $4.6M |
| 6 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 401(K) RETIREMENT PLAN | GRAND BLANC MI | 754 | $54.3M | $2.0M |
| 7 | SHENANDOAH VALLEY ELECTRIC COOPERATIVE SHENANDOAH VALLEY ELECTRIC COOPERATIVE 401(K) & PROFIT SHARING PLAN | ROCKINGHAM VA | 253 | $56.4M | $1.2M |
| 8 | WISCONSIN VISION ASSOCIATES, INC. WISCONSIN VISION ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BURLINGTON WI | 344 | $28.1M | $1.0M |
| 9 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $839K |
| 10 | FIVE STAR SUPERMARKETS OF NORWICH, INC. FIVE STAR SUPERMARKETS OF NORWICH, INC. 401(K) RETIREMENT PLAN | NORWICH CT | 167 | $13.8M | $459K |
