Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Unit investment trusts in their Schedule of Assets, totaling $26.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $25.9M |
| 2 | ALLIED PHYSICIANS SURGERY CENTER, LLC ALLIED PHYSICIANS SURGERY CENTER, LLC 401(K) PROFIT SHARING PLAN | SOUTH BEND IN | 130 | $11.5M | $410K |
| 3 | KEYPOINT CREDIT UNION |
SAN JOSE CA |
| 184 |
| $45.4M |
| $208K |
| 4 | MACON ORTHOPAEDIC & HAND CENTER, PA MACON ORTHOPEDIC & HAND CENTER, PA 401(K) PROFIT SHARING PLAN | MACON GA | 305 | $49.2M | $143K |
| 5 | MCLARENS, LLC MCLARENS, LLC DEFINED CONTRIBUTION 401(K) PLAN | NORCROSS GA | 744 | $99.1M | $112K |
