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 R6 in their Schedule of Assets, totaling $6.2M 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 | CONVATEC INC. CONVATEC INC. SAVINGS AND INVESTMENT PLAN | BRIDGEWATER NJ | 1,399 | $239.4M | $4.6M |
| 2 | MEADOWS & OHLY, LLC MEADOWS & OHLY, LLC 401(K) PROFIT SHARING PLAN | ALPHARETTA GA | 193 | $16.0M | $957K |
| 3 | CADENT, LLC CADENT, LLC 401(K) PLAN |
NEW YORK NY |
| 600 |
| $94.8M |
| $627K |
| 4 | CALIFORNIA MEDICAL BUSINESS SERVICES, LLC CMBS PROFIT SHARING 401(K) PLAN | ARCADIA CA | 287 | $47.1M | $60K |
| 5 | AGC OF KENTUCKY THE AGC OF KENTUCKY CONSTRUCTION INDUSTRY 401(K) PLAN | FRANKFORT KY | 213 | $5.8M | $21K |
