Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Doubleline Total Return I in their Schedule of Assets, totaling $15.3M 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 | LABORERS' LOCAL #157 PENSION FUND LABORERS' LOCAL #157 PENSION FUND | SCHENECTADY NY | 591 | $93.0M | $4.3M |
| 2 | IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN | HARRIMAN NY | 1,155 | $161.2M | $4.3M |
| 3 | LABORERS' LOCAL #157 ANNUITY FUND |
SCHENECTADY NY |
| 1,295 |
| $27.0M |
| $1.8M |
| 4 | TEAMSTERS LOCAL 294 ALBANY AREA TRUCKING & ALLIED INDUSTRIES HEALTH TEAMSTERS LOCAL 294 ALBANY AREA TRUCKING & ALLIED INDUSTRIES HEALTH & WELFARE FUND | ALBANY NY | 1,159 | $21.7M | $1.7M |
| 5 | TRUSTEES OF IBEW LOCAL 363-WELFARE IBEW LOCAL 363 WELFARE PLAN | HARRIMAN NY | 763 | $61.6M | $1.3M |
| 6 | LABORERS' LOCAL 157 HEALTH BENEFITS FUND LABORERS' LOCAL 157 HEALTH BENEFITS FUND | SCHENECTADY NY | 384 | $18.2M | $1.2M |
| 7 | TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND | HARRIMAN NY | 703 | $8.0M | $264K |
| 8 | THE RIVERBAY CORPORATION CO-OP CITY SECURITY DEPARTMENT PENSION PLAN THE RIVERBAY CORPORATION CO-OP CITY SECURITY DEPARTMENT PENSION PLAN | BRONX NY | 62 | $7.4M | $189K |
| 9 | IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND | HARRIMAN NY | 844 | $10.4M | $143K |
