Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Guggenheim Macro Opportunities Mutual fund in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHN A. MARSHALL COMPANY JOHN A. MARSHALL COMPANY 401(K) PROFIT SHARING PLAN | LENEXA KS | 109 | $23.5M | $1.3M |
| 2 | ALLAN FRANK AND MYRON GROSSMAN LANDSCAPE CONTRACTORS, INC. FRANK & GROSSMAN EMPLOYEE STOCK OWNERSHIP PLAN | HAYWARD CA | 226 | $13.0M | $16K |
