Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Guggenheim Guggenheim Total Return Bond Instl in their Schedule of Assets, totaling $5.4M 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 | BARR & BARR, INC. EMPLOYEES' BENEFIT PLAN OF BARR & BARR, INC. | NEW YORK NY | 118 | $38.6M | $2.5M |
| 2 | KEWEENAW BAY INDIAN COMMUNITY KEWEENAW BAY INDIAN COMMUNITY 401(K) PLAN | BARAGA MI | 558 | $31.6M | $1.5M |
| 3 | GROSS, MENDELSOHN & ASSOCIATES, PA GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN |
BALTIMORE MD |
| 133 |
| $47.5M |
| $621K |
| 4 | PARK INDUSTRIES, INC. PARK INDUSTRIES, INC. 401(K) PLAN | ST. CLOUD MN | 314 | $35.5M | $451K |
| 5 | ST. CLOUD INDUSTRIAL PRODUCTS, INC. ST. CLOUD INDUSTRIAL PRODUCTS, INC. AND ASSOCIATED COMPANIES' 401(K) PLAN & TRUST | ST. CLOUD MN | 224 | $11.0M | $216K |
| 6 | THE DR MIRIAM AND SHELDON G ADELSON EDUCATIONAL INSTITUTE THE DR. MIRIAM AND SHELDON G ADELSON EDUCATIONAL INSTITUTE 403(B) ERISA PLAN | LAS VEGAS NV | 225 | $9.1M | $19K |
| 7 | LEADING PHARMA, LLC LEADING PHARMA 401(K) PLAN | FAIRFIELD NJ | 164 | $3.8M | $14K |
| 8 | P & S INVESTMENT COMPANY, INC. P & S AND RELATED ENTITIES 401(K) PLAN | GREEN BAY WI | 270 | $12.3M | $13K |
| 9 | LEADING PHARMA, LLC LEADING PHARMA 401(K) PLAN | FAIRFIELD NJ | 182 | $5.9M | $12K |
