Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Guggenheim Limited Duration Instl in their Schedule of Assets, totaling $628K 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 | CENTREX DISTRIBUTORS, LLC CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' PENSION PLAN | WEST GREENWICH RI | 99 | $7.7M | $300K |
| 2 | EMCOR FACILITIES SERVICES, INC. ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN | NORWALK CT | 6 | $3.4M | $209K |
| 3 | BUILDING TECHNOLOGY ENGINEERS, INC. |
NORWALK CT |
| 9 |
| $1.8M |
| $108K |
| 4 | FIRST NATION GROUP LLC FIRST NATION GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | NICEVILLE FL | 103 | $11.4M | $11K |
