Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding GUGGENHEIM TOTAL RETURN BD INS in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHERRYROAD TECHNOLOGIES INC. CHERRYROAD TECHNOLOGIES 401(K) PROFIT SHARING PLAN | PARSIPPANY NJ | 619 | $57.6M | $1.1M |
| 2 | SOLID WASTE SERVICES, INC. SOLID WASTE SERVICES, INC. 401(K) PROFIT SHARING PLAN | AUDUBON PA | 441 | $27.6M | $1.1M |
| 3 | PARTS AUTHORITY LLC |
LAKE SUCCESS NY |
| 5,675 |
| $77.5M |
| $1.0M |
| 4 | S.M. LORUSSO & SONS, INC. S.M. LORUSSO & SONS, INC. 401(K) PLAN | WALPOLE MA | 130 | $25.5M | $177K |
| 5 | SOLID WASTE SERVICES OF WEST VIR SOLID WASTE SERVICES OF WEST VIRGINIA, INC. 401(K) PLAN | AUDUBON PA | 122 | $2.5M | $120K |
| 6 | STEVEN DOUGLAS ASSOCIATES LLC STEVEN DOUGLAS ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | SUNRISE FL | 335 | $23.0M | $111K |
| 7 | GENERAL TOOL COMPANY GENERAL TOOL COMPANY, INCORPORATED 401(K) PLAN | CINCINNATI OH | 245 | $23.9M | $5K |
| 8 | ENVIRONMENTAL INCENTIVES, LLC ENVIRONMENTAL INCENTIVES, LLC 401(K) PLAN | ENCINITAS CA | 109 | $11.6M | $1K |
