Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Doubleline Total Return Bond I in their Schedule of Assets, totaling $7.2M 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 | STRAWBRIDGE STUDIOS, INC. STRAWBRIDGE STUDIOS, INC. RETIREMENT PLAN | DURHAM NC | 408 | $15.0M | $1.3M |
| 2 | ANSAY & ASSOCIATES, LLC ANSAY & ASSOCIATES, LLC 401(K) PLAN | PORT WASHINGTON WI | 248 | $30.1M | $1.1M |
| 3 | LABORERS AGC TRUST OF MONTANA HEALTH & W LABORERS A.G.C. TRUST OF MONTANA |
SPOKANE WA |
| 720 |
| $19.6M |
| $996K |
| 4 | FRESH MARK, INC. FRESH MARK, INC. PENSION PLAN | MASSILLON OH | 66 | $63.0M | $683K |
| 5 | CUTTERS, INC. CUTTERS, INC. PROFIT SHARING AND 401(K) PLAN | CHICAGO IL | 100 | $23.7M | $636K |
| 6 | CARE PLUS NJ, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CARE PLUS NJ, INC. | PARAMUS NJ | 212 | $22.1M | $561K |
| 7 | SNOWDEN CAPITAL ADVISORS LLC SNOWDEN CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 146 | $21.2M | $450K |
| 8 | ASPIRIANT LLC ASPIRIANT 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 231 | $75.4M | $422K |
| 9 | THE GORDON SCHOOL THE GORDON SCHOOL 403(B) RETIREMENT PLAN | EAST PROVIDENCE RI | 83 | $22.8M | $348K |
| 10 | RESONANT SCIENCES, LLC RESONANT SCIENCES, LLC 401(K) PROFIT SHARING PLAN | DAYTON OH | 135 | $17.9M | $314K |
