Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Doubleline in their Schedule of Assets, totaling $19.7M 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 | EASTERN RESEARCH GROUP, INC. EASTERN RESEARCH GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | CONCORD MA | 731 | $217.6M | $7.9M |
| 2 | APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN | HAZARD KY | 855 | $155.4M | $6.2M |
| 3 | APPALACHIAN REGIONAL HEALTHCARE, INC |
HAZARD KY |
| 373 |
| $120.0M |
| $4.8M |
| 4 | ATKINS & PEARCE, INC. ATKINS & PEARCE RETIREMENT PLAN | COVINGTON KY | 73 | $11.9M | $810K |
| 5 | FLORIDACENTRAL CREDIT UNION FLORIDACENTRAL CREDIT UNION EMPLOYEE SAVINGS PLAN | TAMPA FL | 117 | $9.4M | $75K |
