Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Guggenheim Guggenheim Total Return Bond Fund Institutional Class in their Schedule of Assets, totaling $8.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TORCON, INC. TORCON, INC. RETIREMENT PLAN | RED BANK NJ | 218 | $103.8M | $4.9M |
| 2 | BURR & FORMAN LLP BURR & FORMAN LLP CASH BALANCE PLAN | BIRMINGHAM AL | 154 | $16.2M | $2.9M |
| 3 | LOCH HARBOUR GROUP INC LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST |
FAIRFAX VA |
| 78 |
| $8.7M |
| $216K |
| 4 | T BANK, N.A. T BANK, N.A. EMPLOYEE SAVINGS PLAN | DALLAS TX | 172 | $14.6M | $152K |
| 5 | SHINHAN BANK AMERICA SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 217 | $22.7M | $47K |
