Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Guggenheim Total Return Bond Instl Mutual fund in their Schedule of Assets, totaling $27.2M 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 | FIRST PREMIER BANK PREMIER 401(K) PLAN | SIOUX FALLS SD | 1,625 | $240.6M | $25.9M |
| 2 | OREGON EDUCATION ASSOCIATION OREGON EDUCATION ASSOCIATION STAFF PENSION PLAN | PORTLAND OR | 80 | $44.3M | $1.1M |
| 3 | FAGEN, INC. FAGEN, INC. 401(K) PLAN |
| 625 |
| $29.4M |
| $131K |
| 4 | ETRAILER CORPORATION ETRAILER CORPORATION EMPLOYEE PROFIT SHARING PLAN & TRUST | WENTZVILLE MO | 378 | $32.0M | $60K |
| 5 | FIRST RATE EXCAVATE, INC. FIRST RATE EXCAVATE INC. EMPLOYEE STOCK OWNERSHIP PLAN | SIOUX FALLS SD | 92 | $6.9M | $57K |
| 6 | TITMOUSE INC TITMOUSE INC. 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES CA | 293 | $12.5M | $21K |
