Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DoubleLine Total Return Bond I DoubleLine 0 in their Schedule of Assets, totaling $1.3M 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 | BANCTENN CORP BANCTENN CORP. 401(K) PROFIT SHARING PLAN | JOHNSON CITY TN | 274 | $32.0M | $992K |
| 2 | HENNION & WALSH. INC HENNION & WALSH, INC 401(K) PROFIT SHARING PLAN & TRUST | PARSIPPANY NJ | 126 | $38.6M | $286K |
| 3 | THEO CHOCOLATE, INC. THEO CHOCOLATE, INC. 401(K) P/S PLAN |
LA PORTE IN |
| 24 |
| $2.7M |
| $9K |
