Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Guggenheim Total Return Bond Fund in their Schedule of Assets, totaling $47.9M 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 | RETIREE'S WELFARE TRUST BOARD OF TRUSTEES RETIREE'S WELFARE TRUST | SEATTLE WA | 13,361 | $156.8M | $29.2M |
| 2 | NATIONAL WINE & SPIRITS, INC. RNDC HOURLY WAREHOUSEMEN & DRIVERS PENSION PLAN | INDIANAPOLIS IN | 274 | $33.9M | $7.2M |
| 3 | BANKER LOPEZ GASSLER P.A. BANKER LOPEZ GASSLER P.A. 401(K) PLAN |
TAMPA FL |
| 350 |
| $83.7M |
| $5.6M |
| 4 | MICROPRECISION, LLC MICROPRECISION, LLC 401(K) PROFIT SHARING PLAN | DELAVAN WI | 96 | $7.8M | $1.6M |
| 5 | TEAMSTERS JT CO NO. 53 RETIREE HEALTH & WELFARE FUND TEAMSTERS JOINT COUNCIL NO. 53 RETIREE HEALTH & WELFARE FUND | PENNSAUKEN NJ | 193 | $7.5M | $1.4M |
| 6 | AMIKIDS, INC. AMIKIDS, INC. MONEY PURCHASE PENSION PLAN | TAMPA FL | 301 | $24.3M | $1.4M |
| 7 | NSD NEWCO, INC NATION SAFE DRIVERS EMPLOYEE STOCK OWNERSHIP PLAN | BOCA RATON FL | 271 | $72.7M | $643K |
| 8 | CORBITT ENTERPRISES INC. CORBITT ENTERPRISES INC 401K PLAN | LITTLE ROCK AR | 155 | $5.6M | $508K |
| 9 | GENOVA DIAGNOSTICS, INC GENOVA DIAGNOSTICS 401(K) PROFIT SHARING PLAN | ASHEVILLE NC | 250 | $21.7M | $198K |
| 10 | BROOKSHIRE HOLDINGS, INC. BROOKSHIRE'S EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | TYLER TX | 10,374 | $370.8M | $164K |
