Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 531 U.S. retirement plans report holding a Guggenheim fund in their Schedule of Assets, totaling $1.4B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Guggenheim position |
|---|---|---|---|---|---|
| 1 | MEDTRONIC, INC. MEDTRONIC RETIREMENT PLAN MASTER TRUST | MINNEAPOLIS MN | — | $4.0B | $405.8M |
| 2 | WARNER BROS. DISCOVERY, INC. WARNER BROS. DISCOVERY DEFINED CONTRIBUTION MASTER TRUST | NEW YORK NY | — | $8.1B | $58.7M |
| 3 | KIRKLAND & ELLIS LLP KIRKLAND & ELLIS LLP 2011 RETIREMENT PLAN |
CHICAGO IL |
| 725 |
| $787.8M |
| $58.2M |
| 4 | BOARD OF TRUSTEES, WASHINGTON TEAMSTERS WELFARE TRUST WASHINGTON TEAMSTERS WELFARE TRUST | SEATTLE WA | 20,828 | $399.8M | $57.1M |
| 5 | ALASKA TEAMSTER EMPLOYER PENSION TRUST ALASKA TEAMSTER-EMPLOYER PENSION TRUST | ANCHORAGE AK | 3,901 | $516.0M | $44.0M |
| 6 | BOARD OF TRUSTEES, EDISON PENSION TRUST EDISON PENSION PLAN | PORTLAND OR | 4,749 | $1.0B | $42.4M |
| 7 | UNION HOSPITAL, INC. UNION HEALTH 403(B)RETIREMENT PLAN | TERRE HAUTE IN | 3,369 | $232.8M | $42.0M |
| 8 | FORMOSA PLASTICS CORPORATION, U.S.A. FORMOSA PLASTICS CORPORATION, U.S.A. PENSION PLAN | LIVINGSTON NJ | 3,665 | $345.6M | $38.5M |
| 9 | XEROX CORPORATION XEROX DEFINED CONTRIBUTION PLAN TRUST | NORWALK CT | — | $4.0B | $36.4M |
| 10 | RETIREE'S WELFARE TRUST BOARD OF TRUSTEES RETIREE'S WELFARE TRUST | SEATTLE WA | 13,361 | $156.8M | $29.2M |
