Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Guggenheim Total Return Bond Mutual fund N/A in their Schedule of Assets, totaling $6.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEWIS DRUGS, INC. LEWIS DRUGS, INC. 401(K) PLAN | SIOUX FALLS SD | 1,258 | $56.1M | $2.9M |
| 2 | HOGAN RESOURCES LLC HOGAN & ASSOCIATES CONSTRUCTION 401(K) PROFIT SHARING PLAN | CENTERVILLE UT | 432 | $19.8M | $1.2M |
| 3 | ORTHOPEDIC INSTITUTE ORTHOPEDIC INSTITUTE PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
SIOUX FALLS SD |
| 240 |
| $74.0M |
| $991K |
| 4 | HOGAN & ASSOCIATES CONSTRUCTION, INC. HOGAN & ASSOCIATES CONSTRUCTION 401(K) PROFIT SHARING PLAN | CENTERVILLE UT | 356 | $17.2M | $929K |
