DOUBLELINE CAPITAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
84
Active participants
1,323,473
Total plan assets
$664.1B
Filings (rows)
84
Direct comp
$38.7M
Indirect comp
$640K
Aggregating 2 name variants under "DOUBLELINE CAPITAL"
SERVICES PROVIDED
Other66
Advisor / Consultant18
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| DOUBLELINE SECURITIZED | 3 |
Top plans served
All 84 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $51.4B | $2.0M |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $50.4B | $1.5M |
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Advisor / Consultant INVESTMENT MANAGER | — | $46.7B | $140K |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Advisor / Consultant INVESTMENT MANAGER | — | $46.2B | $716K |
| BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS | WASHINGTON, DC | Other NONE | 104,686 | $27.4B | $1.5M |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN INTEREST | 13,377 | $25.0B | $19K |
| BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS | WASHINGTON, DC | Other NONE | 103,525 | $24.9B | $1.6M |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Advisor / Consultant INVESTMENT MANAGER | — | $24.9B | $872K |
| BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS | WASHINGTON, DC | Other NONE | 100,627 | $23.5B | $1.7M |
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $17.0B | $619K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 83,812 | $16.3B | $762K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 78,270 | $16.1B | $671K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 90,644 | $14.8B | $804K |
| 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL, MN | Other NONE | 9,132 | $14.3B | $1.3M |
| 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL, MN | Other NONE | 10,638 | $14.0B | $1.4M |
| 3M COMPANY 3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN | ST. PAUL, MN | Other NONE | 32,964 | $12.0B | $777K |
| 3M COMPANY 3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN | ST. PAUL, MN | Other NONE | 36,049 | $11.1B | $985K |
| PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | PEAPACK, NJ | Other INV. MGMT | — | $10.8B | $214K |
| PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | NEW YORK, NY | Other INV. MGMT | — | $10.8B | $748K |
| PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | NEW YORK, NY | Other INV. MGMT | — | $9.8B | $591K |
| 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL, MN | Other NONE | 6,472 | $8.9B | $1.3M |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 53,528 | $8.8B | $737K |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 46,875 | $8.8B | $883K |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS, MN | Other NONE | 40,642 | $8.3B | $893K |
| TEXTRON INC. TEXTRON INC. MASTER TRUST | PROVIDENCE, RI | Other INVESTMENT MGMT | — | $7.9B | $281K |
| TEXTRON INC. TEXTRON INC. MASTER TRUST | PROVIDENCE, RI | Other NONE | — | $7.6B | $521K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $7.4B | $522K |
| TEXTRON INC. TEXTRON INC. MASTER TRUST | PROVIDENCE, RI | Other NONE | — | $7.2B | $753K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $7.2B | $506K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $6.4B | $498K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN | STUDIO CITY, CA | Other NONE | 61,140 | $6.2B | $1.0M |
| BECHTEL GLOBAL CORPORATION MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS | GLENDALE, AZ | Other NONE | — | $6.0B | $0 |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY, CA | Other NONE | 61,464 | $5.9B | $756K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN | STUDIO CITY, CA | Other NONE | 67,842 | $5.9B | $683K |
| BECHTEL GLOBAL CORPORATION MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS | GLENDALE, AZ | Other NONE | — | $5.7B | $0 |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN | STUDIO CITY, CA | Other NONE | 71,071 | $5.6B | $941K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY, CA | Other NONE | 62,656 | $5.3B | $652K |
| LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST | MONROE, LA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $5.1B | $559K |
| BECHTEL GLOBAL CORPORATION MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS | RESTON, VA | Other NONE | — | $5.1B | $0 |
| LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST | MONROE, LA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $5.0B | $448K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY, CA | Other NONE | 68,019 | $4.9B | $637K |
| LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST | MONROE, LA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $4.7B | $442K |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- ECRP HDG | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGEMENT | — | $4.0B | $356K |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- ECRP HDG | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGEMENT | — | $3.7B | $227K |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- ECRP HDG | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGEMENT | — | $3.7B | $246K |
| BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYERS' PENSION FUND AND SUBSIDIARY | NEW YORK, NY | Other NONE | 19,513 | $3.2B | $81K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - TRADITIONAL LIABILITY HEDGE FIXED INCOME | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $2.9B | $145K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - TRADITIONAL LIABILITY HEDGE FIXED INCOME | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $2.6B | $141K |
| UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL, PA | Other NONE | — | $2.5B | $271K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - TRADITIONAL LIABILITY HEDGE FIXED INCOME | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $2.5B | $133K |
| BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUND EQUITY-LEAGUE PENSION TRUST FUND | NEW YORK, NY | Other NONE | 22,180 | $2.4B | $136K |
| BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUND EQUITY-LEAGUE PENSION TRUST FUND | NEW YORK, NY | Other NONE | 20,243 | $2.2B | $203K |
| BASF CORPORATION BASF CORPORATION PENSION MASTER TRUST | FLORHAM PARK, NJ | Other INV MGMT | — | $2.2B | $531K |
| BASF CORPORATION BASF CORPORATION PENSION MASTER TRUST | FLORHAM PARK, NJ | Other INV MGMT | — | $2.1B | $499K |
| BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUND EQUITY-LEAGUE PENSION TRUST FUND | NEW YORK, NY | Other NONE | 22,936 | $2.0B | $199K |
| BASF CORPORATION BASF CORPORATION PENSION MASTER TRUST | FLORHAM PARK, NJ | Other INV MGMT | — | $1.9B | $451K |
| UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL, PA | Other NONE | — | $1.9B | $245K |
| DANAHER CORPORATION DANAHER CORPORATION & SUBSIDIARIES PENSION PLAN | WASHINGTON, DC | Other NONE | 2,355 | $1.9B | $187K |
| DANAHER CORPORATION DANAHER CORPORATION & SUBSIDIARIES PENSION PLAN | WASHINGTON, DC | Other NONE | 2,599 | $1.9B | $178K |
| DANAHER CORPORATION DANAHER CORPORATION & SUBSIDIARIES PENSION PLAN | WASHINGTON, DC | Other NONE | 3,354 | $1.8B | $199K |
| BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYERS' PENSION FUND AND SUBSIDIARY | NEW YORK, NY | Other NONE | 19,021 | $1.8B | $132K |
| UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL, PA | Other NONE | — | $1.4B | $202K |
| THE GOLDMAN SACHS GROUP, INC. GOLDMAN SACHS EMPLOYEES' PENSION PLAN | NEW YORK, NY | Other NONE | 1,320 | $905.5M | $407K |
| THE GOLDMAN SACHS GROUP, INC. GOLDMAN SACHS EMPLOYEES' PENSION PLAN | NEW YORK, NY | Other NONE | 1,387 | $842.8M | $408K |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- NECRP HDG | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $375.1M | $127K |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- NECRP HDG | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGEMENT | — | $350.2M | $244K |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- NECRP HDG | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $302.1M | $109K |
| 3M COMPANY 3M SAVINGS PLAN | ST. PAUL, MN | Other NONE | 1,663 | $270.6M | $19K |
| 3M COMPANY 3M SAVINGS PLAN | ST. PAUL, MN | Other NONE | 1,710 | $247.0M | $22K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - CASH BALANCE LIABILITY HEDGE FIXED INCOME SECURITIZED | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $151.5M | $206K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - CASH BALANCE LIABILITY HEDGE FIXED INCOME SECURITIZED | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $150.4M | $275K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - CASH BALANCE LIABILITY HEDGE FIXED INCOME SECURITIZED | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $119.6M | $161K |
| EDWIN L. HEIM COMPANY EDWIN L HEIM CO 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG, PA | Other NONE | 172 | $88.2M | $0 |
| ADVANCED RADIOLOGY SERVICES, P.C. ADVANCED RADIOLOGY SERVICES CASH BALANCE PLAN | GRAND RAPIDS, MI | Other NONE | 130 | $18.0M | $0 |
| ADVANCED RADIOLOGY SERVICES, P.C. ADVANCED RADIOLOGY SERVICES CASH BALANCE PLAN | GRAND RAPIDS, MI | Other NONE | 154 | $14.5M | $0 |
| COMMUNITY RESOURCES FOR INDEPENDENCE, INC. COMMUNITY RESOURCES FOR INDEPENDENCE, INC. 401(K) PROFIT SHARING PLAN | ERIE, PA | Other NONE | 270 | $12.3M | $0 |
| MCGILL, POWER, BELL & ASSOCIATES, LLP MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN | MEADVILLE, PA | Other NONE | 117 | $11.9M | $0 |
| ADVANCED RADIOLOGY SERVICES, P.C. ADVANCED RADIOLOGY SERVICES CASH BALANCE PLAN | GRAND RAPIDS, MI | Other NONE | 167 | $11.4M | $0 |
| COMMUNITY RESOURCES FOR INDEPENDENCE, INC. COMMUNITY RESOURCES FOR INDEPENDENCE, INC. 401(K) PROFIT SHARING PLAN | ERIE, PA | Other NONE | 292 | $11.3M | $0 |
| MCGILL, POWER, BELL & ASSOCIATES, LLP MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN | MEADVILLE, PA | Other NONE | 120 | $10.4M | $0 |
| MCGILL, POWER, BELL & ASSOCIATES, LLP MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN | MEADVILLE, PA | Other NONE | 111 | $9.5M | $0 |
| C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | YORK, PA | Other NONE | 69 | $9.0M | $0 |
| C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | YORK, PA | Other NONE | 78 | $7.9M | $0 |
| C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | YORK, PA | Other NONE | 79 | $7.7M | $0 |
