Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Doubleline Total Return Bond I in their Schedule of Assets, totaling $9.5M 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 | JIM BROWN CHEVROLET INC., DBA CLASSIC CHEVROLET JIM BROWN CHEVROLET, INC. DBA CLASSIC CHEVROLET 401(K) PLAN | MENTOR OH | 954 | $69.3M | $1.8M |
| 2 | STRAWBRIDGE STUDIOS, INC. STRAWBRIDGE STUDIOS, INC. RETIREMENT PLAN | DURHAM NC | 408 | $15.0M | $1.3M |
| 3 | ANSAY & ASSOCIATES, LLC |
PORT WASHINGTON WI |
| 248 |
| $30.1M |
| $1.1M |
| 4 | LABORERS AGC TRUST OF MONTANA HEALTH & W LABORERS A.G.C. TRUST OF MONTANA | SPOKANE WA | 720 | $19.6M | $996K |
| 5 | FRESH MARK, INC. FRESH MARK, INC. PENSION PLAN | MASSILLON OH | 66 | $63.0M | $683K |
| 6 | CUTTERS, INC. CUTTERS, INC. PROFIT SHARING AND 401(K) PLAN | CHICAGO IL | 100 | $23.7M | $636K |
| 7 | CARE PLUS NJ, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CARE PLUS NJ, INC. | PARAMUS NJ | 212 | $22.1M | $561K |
| 8 | SEALING DEVICES INC. INCENTIVE PROFIT SHARING PLAN FOR EMPLOYEES OF SEALING DEVICES INC. | LANCASTER NY | 192 | $41.0M | $502K |
| 9 | SNOWDEN CAPITAL ADVISORS LLC SNOWDEN CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 146 | $21.2M | $450K |
| 10 | ASPIRIANT LLC ASPIRIANT 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 231 | $75.4M | $422K |
