Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Guggenheim Investments in their Schedule of Assets, totaling $5.3M 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 | BEN HILL GRIFFIN INC BEN HILL GRIFFIN, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST AGREEMENT | FROSTPROOF FL | 128 | $34.3M | $2.8M |
| 2 | IOWA STATE BANK IOWA STATE BANK 401(K) PLAN | ORANGE CITY IA | 123 | $21.5M | $1.3M |
| 3 | NORRIS, INC. NORRIS, INC. PENSION PLAN |
MUKWONAGO WI |
| 9 |
| $12.1M |
| $1.2M |
