Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Guggenheim Core Bond Fund Institutional in their Schedule of Assets, totaling $361K 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 | F.M. HOWELL & COMPANY F.M. HOWELL & COMPANY PART III RETIREMENT SAVINGS PLAN 401(K) | ELMIRA NY | 187 | $24.8M | $224K |
| 2 | SEPAC, INC THE 401(K) PLAN | ELMIRA NY | 147 | $10.7M | $127K |
| 3 | A2MAC1 LLC A2MAC1 LLC 401(K) PROFIT SHARING PLAN & TRUST |
BELLEVILLE MI |
| 20 |
| $1.7M |
| $10K |