Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Guggenheim in their Schedule of Assets, totaling $4.2M 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 | ALLEN OVERY SHEARMAN STERLING US LLP ALLEN & OVERY LLP CASH BALANCE PENSION PLAN | NEW YORK NY | 89 | $41.8M | $4.0M |
| 2 | OREGON-COLUMBIA CHAPTER AGC OF AMERICA, INC. ASSOCIATED GENERAL CONTRACTORS HEALTH BENEFIT TRUST | WILSONVILLE OR | 791 | $1.9M | $147K |
| 3 | HENRY C. NEVINS HOME INC. |
METHUEN MA |
| 207 |
| $2.9M |
| $10K |
