Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Guggenheim Investments Guggenheim Total Ret Bond R6 in their Schedule of Assets, totaling $136K 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 | AARETE, INC. AARETE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 278 | $31.0M | $133K |
| 2 | J. L. CULPEPPER & COMPANY, INC. RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN | ASHLAND VA | 113 | $8.3M | $3K |
