Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Guggenheim Total Return in their Schedule of Assets, totaling $7.5M 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 | ROBERTS OXYGEN COMPANY, INC. ROBERTS OXYGEN COMPANY, INC. PROFIT SHARING PLAN | ROCKVILLE MD | 516 | $201.1M | $5.2M |
| 2 | AMERICAN SPIRIT CORPORATION ASC 401(K) RETIREMENT PLAN | EDEN PRAIRIE MN | 254 | $15.9M | $1.3M |
| 3 | IBEW LOCAL UNION 375 ELECTRICIANS' WELFARE FUND |
ALLENTOWN PA |
| 679 |
| $11.9M |
| $789K |
| 4 | TRUSTEES OF LABORERS LOCAL 130 HEALTH & WELFARE FUND LABORERS LOCAL NO. 130 HEALTH AND WELFARE FUND | SCRANTON PA | 0 | $1.5M | $173K |
