Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Guggenheim Total Return Bond Fund, Class R6 in their Schedule of Assets, totaling $8.5M 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 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $8.0M |
| 2 | ENGLISH CONSTRUCTION COMPANY, INC. THE COMPANY PROFIT SHARING PLAN OF ENGLISH CONSTRUCTION CO. | LYNCHBURG VA | 424 | $39.5M | $412K |
| 3 | WILLIAMS OIL COMPANY, INC. WILLIAMS COMPANIES RETIREMENT SAVINGS PLAN |
SAYRE PA |
| 1,204 |
| $21.5M |
| $106K |
| 4 | NEWPORT GROUP, INC. ADVANTAGE POOLED EMPLOYER PLAN AN ARGENT SOLUTION | FOLSOM CA | 486 | $14.8M | $52K |
| 5 | CALIMIRA, LLC CALIMIRA, LLC 401(K) PLAN | COLUMBUS OH | 811 | $3.0M | $1K |
