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 Mutual Funds in their Schedule of Assets, totaling $1.2M 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 | PCT ENTERPRISES, INC. PRECISION CABINETS 401(K) PLAN | BRENTWOOD CA | 243 | $22.8M | $756K |
| 2 | VISTECH MANUFACTURING SOLUTIONS, LLC VISTECH MANUFACTURING SOLUTIONS, LLC 401(K) PLAN | MODESTO OH | 455 | $19.5M | $391K |
| 3 | SERAN BIOSCIENCE, LLC SERAN BIOSCIENCE 401(K) PLAN |
BEND OR |
| 183 |
| $9.0M |
| $23K |
