Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Guggenheim Total Return Bond Fund Mutual Fund NR in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE REPORTS AND REQUIREMENTS COMPANY, LLC RENXTECH 401(K) PLAN | MCLEAN VA | 288 | $47.6M | $904K |
| 2 | D'ESCOTO, INC. D'ESCOTO, INC. 401(K) PLAN | CHICAGO IL | 125 | $13.1M | $252K |
| 3 | ALL CAMPUS LLC ALL CAMPUS LLC RETIREMENT SAVINGS PLAN |
| 138 |
| $13.5M |
| $135K |
| 4 | RENXTECH, LLC RENXTECH, LLC 401(K) PROFIT SHARING PLAN | MCLEAN VA | 110 | $14.1M | $99K |