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 R6 Registered investment company in their Schedule of Assets, totaling $846K 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 | OCEAN FLEET SERVICES, INC. OCEAN FLEET SERVICES 401(K) PLAN | SUFFOLK VA | 468 | $31.4M | $802K |
| 2 | EVERTREE INSURANCE LLC EVERTREE INSURANCE 401(K) PLAN | VIRGINIA BEACH VA | 213 | $5.1M | $43K |
| 3 | K & D K & D MANAGEMENT 401(K) RETIREMENT PLAN |
WILLOUGHBY OH |
| 311 |
| $3.2M |
| $1K |
