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 Instl Mutual fund in their Schedule of Assets, totaling $26.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | FAGEN, INC. FAGEN, INC. 401(K) PLAN | GRANITE FALLS MN | 625 | $29.4M | $131K |
| 3 | ETRAILER CORPORATION ETRAILER CORPORATION EMPLOYEE PROFIT SHARING PLAN & TRUST |
| 378 |
| $32.0M |
| $60K |
| 4 | FIRST RATE EXCAVATE, INC. FIRST RATE EXCAVATE INC. EMPLOYEE STOCK OWNERSHIP PLAN | SIOUX FALLS SD | 92 | $6.9M | $57K |
| 5 | TITMOUSE INC TITMOUSE INC. 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES CA | 293 | $12.5M | $21K |
