Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Guggenheim Investments Guggenheim Total Return Bond R6 - in their Schedule of Assets, totaling $5.5M 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 | KENNEDY-WILSON HOLDINGS, INC. KENNEDY WILSON 401(K) PLAN | BEVERLY HILLS CA | 155 | $36.8M | $2.8M |
| 2 | DONALD B. RICE TIRE COMPANY, INC. DONALD B. RICE TIRE COMPANY, INC. 401(K) PLAN | FREDERICK MD | 257 | $16.3M | $1.7M |
| 3 | THE EMPLOYER GROUP, INC. THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN |
VERONA WI |
| 693 |
| $30.9M |
| $556K |
| 4 | GENTLE GIANT EMPLOYMENT COMPANY, LLC GENTLE GIANT EMPLOYMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN | WINCHESTER MA | 180 | $34.6M | $496K |
