Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Guggenheim Total Return Bond – in their Schedule of Assets, totaling $21.3M 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 | BOLTON & MENK, INC. BOLTON & MENK, INC. 401(K) PLAN | MANKATO MN | 1,089 | $155.3M | $20.1M |
| 2 | PORTER PIPE & SUPPLY CO. PORTER PIPE & SUPPLY CO. 401(K) PLAN | ADDISON IL | 350 | $28.5M | $503K |
| 3 | WAICU BENEFITS CONSORTIUM, INC. WAICU BENEFITS CONSORTIUM, INC. HEALTH PLAN |
MADISON WI |
| 1,010 |
| $15.7M |
| $194K |
| 4 | LISCIO'S ITALIAN BAKERY LISCIO'S ITALIAN BAKERY 401(K) PLAN | GLASSBORO NJ | 286 | $6.7M | $183K |
| 5 | TRUSTEES OF LABORERS' LOCAL 130 PENSION FUND LABORERS' LOCAL 130 PENSION FUND | SCRANTON PA | 116 | $4.2M | $144K |
| 6 | ST CLOUD INDUSTRIAL PRODUCTS, INC. ST CLOUD INDUSTRIAL PRODUCTS INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | SAINT CLOUD MN | 225 | $40.6M | $79K |
| 7 | CONCORD HOSPITAL, INC. CONCORD HOSPITAL 403(B) PLAN | CONCORD NH | 4,886 | $269.3M | $52K |
