Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Guggenheim Guggenheim Total Return Bond P in their Schedule of Assets, totaling $18.1M 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 | ASAHI KASEI AMERICA, INC. ASAHI KASEI 401(K) RETIREMENT PLAN | NOVI MI | 1,324 | $293.6M | $13.9M |
| 2 | LOGIX EMPLOYMENT SERVICES,INC. LOGIX EMPLOYMENT SERVICES, INC. EMPLOYEE SAVINGS PLAN | VALENCIA CA | 841 | $173.2M | $4.1M |
| 3 | COGENT BIOSCIENCES, INC. COGENT BIOSCIENCES, INC. 401(K) PLAN |
WALTHAM MA |
| 201 |
| $17.6M |
| $59K |