GUGGENHEIM PARTNERS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
25
Active participants
337,690
Total plan assets
$144.2B
Filings (rows)
25
Direct comp
$8.0M
Indirect comp
$0
Aggregating 6 name variants under "GUGGENHEIM PARTNERS"
SERVICES PROVIDED
Other25
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| GUGGENHEIM CORE PLUS FUND | 3 |
Top plans served
All 25 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HCA INC. HCA INC. MASTER RETIREMENT TRUST | NASHVILLE, TN | Other NONE | — | $23.4B | $1.5M |
| HCA INC. HCA INC. MASTER RETIREMENT TRUST | NASHVILLE, TN | Other NONE | — | $21.1B | $1.5M |
| HCA INC. HCA INC. MASTER RETIREMENT TRUST | NASHVILLE, TN | Other NONE | — | $18.3B | $1.5M |
| BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND IAM NATIONAL PENSION FUND | WASHINGTON, DC | Other NONE | 102,863 | $15.0B | $592K |
| BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND IAM NATIONAL PENSION FUND | WASHINGTON, DC | Other NONE | 102,493 | $14.3B | $805K |
| BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND IAM NATIONAL PENSION FUND | WASHINGTON, DC | Other NONE | 92,151 | $13.8B | $258K |
| CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | SAN RAMON, CA | Other NONE | — | $12.3B | $196K |
| CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | SAN RAMON, CA | Other NONE | — | $11.3B | $907K |
| BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE - LOCALS 302 & 612 OF THE IUOE - EMPLOYERS CONSTRUCTION INDUSTRY RETIREMENT PLAN | SEATTLE, WA | Other NONE | 7,978 | $3.3B | $120K |
| BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE - LOCALS 302 & 612 OF THE IUOE - EMPLOYERS CONSTRUCTION INDUSTRY RETIREMENT PLAN | SEATTLE, WA | Other NONE | 8,695 | $3.1B | $184K |
| BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE - LOCALS 302 & 612 OF THE IUOE - EMPLOYERS CONSTRUCTION INDUSTRY RETIREMENT PLAN | SEATTLE, WA | Other NONE | 8,339 | $2.8B | $184K |
| BOARD OF TRUSTEES, EDISON PENSION TRUST EDISON PENSION PLAN | PORTLAND, OR | Other NONE | 4,749 | $1.0B | $123K |
| BOARD OF TRUSTEES, EDISON PENSION TRUST EDISON PENSION PLAN | PORTLAND, OR | Other NONE | 4,564 | $922.4M | $77K |
| WEIL, GOTSHAL & MANGES LLP WGM MASTER TRUST | NEW YORK, NY | Other NONE | — | $868.4M | $0 |
| WEIL, GOTSHAL & MANGES LLP WGM MASTER TRUST | NEW YORK, NY | Other NONE | — | $850.2M | $0 |
| BOARD OF TRUSTEES, EDISON PENSION TRUST EDISON PENSION PLAN | PORTLAND, OR | Other NONE | 4,497 | $846.1M | $38K |
| WEIL, GOTSHAL & MANGES LLP WGM MASTER TRUST | NEW YORK, NY | Other NONE | — | $800.7M | $0 |
| ADVANCED RADIOLOGY SERVICES, P.C. ADVANCED RADIOLOGY SERVICES CASH BALANCE PLAN | GRAND RAPIDS, MI | Other NONE | 130 | $18.0M | $0 |
| ADVANCED RADIOLOGY SERVICES, P.C. ADVANCED RADIOLOGY SERVICES CASH BALANCE PLAN | GRAND RAPIDS, MI | Other NONE | 154 | $14.5M | $0 |
| COMMUNITY RESOURCES FOR INDEPENDENCE, INC. COMMUNITY RESOURCES FOR INDEPENDENCE, INC. 401(K) PROFIT SHARING PLAN | ERIE, PA | Other NONE | 270 | $12.3M | $0 |
| MCGILL, POWER, BELL & ASSOCIATES, LLP MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN | MEADVILLE, PA | Other NONE | 117 | $11.9M | $0 |
| ADVANCED RADIOLOGY SERVICES, P.C. ADVANCED RADIOLOGY SERVICES CASH BALANCE PLAN | GRAND RAPIDS, MI | Other NONE | 167 | $11.4M | $0 |
| COMMUNITY RESOURCES FOR INDEPENDENCE, INC. COMMUNITY RESOURCES FOR INDEPENDENCE, INC. 401(K) PROFIT SHARING PLAN | ERIE, PA | Other NONE | 292 | $11.3M | $0 |
| MCGILL, POWER, BELL & ASSOCIATES, LLP MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN | MEADVILLE, PA | Other NONE | 120 | $10.4M | $0 |
| MCGILL, POWER, BELL & ASSOCIATES, LLP MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN | MEADVILLE, PA | Other NONE | 111 | $9.5M | $0 |