Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Guardian Life Insurance in their Schedule of Assets, totaling $3.0M 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 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN | CINCINNATI OH | 2,560 | $1.2B | $2.5M |
| 2 | ROBERT A. BOTHMAN, INC. ROBERT A. BOTHMAN, INC. 401(K) PLAN | SANTA CLARA CA | 90 | $21.9M | $230K |
| 3 | CF INDUSTRIES HOLDINGS, INC. |
NORTHBROOK IL |
| 1,705 |
| $173.0M |
| $199K |
