Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Guggenheim Total Return Bond Instl Mutual Funds in their Schedule of Assets, totaling $25.1M 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 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN | SAN FRANCISCO CA | 245 | $174.5M | $19.3M |
| 2 | ALASKA TEAMSTER EMPLOYER WELFARE TRUST ALASKA TEAMSTER EMPLOYER WELFARE TRUST | ANCHORAGE AK | 1,729 | $39.6M | $5.7M |
| 3 | CHRISTOPHER MORGAN, LLC |
NEW BERLIN WI |
| 73 |
| $7.3M |
| $75K |
