Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $2.7B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Galliard Short Core Fund F, Galliard Short Core FD F, Galliard Short Core Fund F A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $401.5M |
| 2 | BAE SYSTEMS, INC. BAE SYSTEMS EMPLOYEES' SAVINGS AND INVESTMENT PLAN | FALLS CHURCH VA | 36,790 | $10.6B | $308.1M |
| 3 | AMGEN INC. AMGEN RETIREMENT AND SAVINGS PLAN | THOUSAND OAKS CA | 14,965 | $7.7B | $262.7M |
| 4 | SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN | AIKEN SC | 9,871 | $2.8B | $189.6M |
| 5 | APPLE INC. APPLE 401(K) PLAN | CUPERTINO CA | 101,217 | $24.7B | $164.5M |
| 6 | CARDINAL HEALTH, INC. CARDINAL HEALTH STABLE VALUE FUND | DUBLIN OH | — | $358.2M | $133.0M |
| 7 | TEXTRON INC. TEXTRON SAVINGS PLAN | PROVIDENCE RI | 26,117 | $6.1B | $126.9M |
| 8 | LOWE'S COMPANIES, INC. LOWES 401(K) PLAN | MOORESVILLE NC | 263,650 | $8.6B | $114.8M |
| 9 | MUFG BANK, LTD MUFG BANK LTD. 401(K) PLAN | NEW YORK NY | 5,478 | $2.9B | $102.1M |
| 10 | PACIFIC LIFE INSURANCE COMPANY PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN | NEWPORT BEACH CA | 3,436 | $1.8B | $101.5M |
