Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Guggenheim Total Return Bond Instl in their Schedule of Assets, totaling $4.8M 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 | DENTONS US LLP DENTONS US LLP CASH BALANCE PLAN | CHICAGO IL | 180 | $37.5M | $2.2M |
| 2 | DREYER & REINBOLD, INC. DREYER & REINBOLD, INC. SAVINGS PLAN | INDIANAPOLIS IN | 211 | $26.2M | $1.1M |
| 3 | EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CERTIFIED REGISTERED NURSE ANESTHETISTS 401(K) PLAN |
GREENVILLE NC |
| 193 |
| $62.7M |
| $692K |
| 4 | THE SWIFT GROUP HOLDINGS, LLC THE SWIFT GROUP 401(K) PROFIT SHARING PLAN | RESTON VA | 304 | $44.2M | $418K |
| 5 | HERITAGE BANK, INC. HERITAGE BANK, INC. 401(K) PLAN | BURLINGTON KY | 231 | $19.4M | $201K |
| 6 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $50K |
| 7 | H.M. CRAGG COMPANY H.M. CRAGG COMPANY 401(K) PROFIT SHARING PLAN | EDINA MN | 157 | $12.4M | $33K |
| 8 | REVERENCE FOR LIFE & CONCERN FOR PEOPLE, INC. REVERENCE FOR LIFE & CONCERN FOR PEOPLE, INC. 401(K) PROFIT SHARING PLAN | GRANITE FALLS MN | 112 | $4.7M | $16K |
| 9 | HEARTLAND COMMUNITY HEALTH CLINIC, INC. HEARTLAND COMMUNITY HEALTH CLINIC 401(K) PLAN | PEORIA IL | 193 | $6.4M | $11K |
| 10 | LIV COMMUNITIES LLC LIV COMMUNITIES 401(K) PROFIT SHARING PLAN | GRAND HAVEN MI | 110 | $10.8M | $320 |
