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 Return Bond Fund Institutional Class in their Schedule of Assets, totaling $488K 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 | UNIPRES U.S.A., INC. UNIPRES 401(K) RETIREMENT PLAN | PORTLAND TN | 668 | $31.6M | $482K |
| 2 | ADVENT HOME MEDICAL ADVENT HOME MEDICAL 401(K) PROFIT SHARING PLAN & TRUST | PONTIAC MI | 204 | $6.1M | $6K |
