U.S. retirement plans whose Form 5500 Schedule of Assets reports a Guggenheimfund, parsed from filing PDFs and ranked by position size. A prospecting list you won’t find under $200/mo anywhere else.
| # | 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, EDISON PENSION TRUST EDISON PENSION PLAN | PORTLAND OR | 4,749 | $1.0B | $42.4M |
| 5 | UNION HOSPITAL, INC. UNION HEALTH 403(B)RETIREMENT PLAN | TERRE HAUTE IN | 3,369 | $232.8M | $42.0M |
| 6 | FORMOSA PLASTICS CORPORATION, U.S.A. FORMOSA PLASTICS CORPORATION, U.S.A. PENSION PLAN | LIVINGSTON NJ | 3,665 | $345.6M | $38.5M |
| 7 | XEROX CORPORATION XEROX DEFINED CONTRIBUTION PLAN TRUST | NORWALK CT | — | $4.0B | $36.4M |
| 8 | RETIREE'S WELFARE TRUST BOARD OF TRUSTEES RETIREE'S WELFARE TRUST | SEATTLE WA | 13,361 | $156.8M | $29.2M |
| 9 | FIRST PREMIER BANK PREMIER 401(K) PLAN | SIOUX FALLS SD | 1,625 | $240.6M | $25.9M |
| 10 | ARKANSAS CHILDREN'S, INC ARKANSAS CHILDREN'S RETIREMENT PLAN | LITTLE ROCK AR | 5,495 | $445.7M | $22.0M |
