Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Guggenheim Guggenheim Total Return Bond Fund in their Schedule of Assets, totaling $42.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNION HOSPITAL, INC. UNION HEALTH 403(B)RETIREMENT PLAN | TERRE HAUTE IN | 3,369 | $232.8M | $42.0M |
| 2 | MEVION MEDICAL SYSTEMS INC. MEVION MEDICAL SYSTEMS INC. 401(K) PROFIT SHARING PLAN | LITTLETON MA | 143 | $19.6M | $41K |
