Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 109 retirement plans report an interest in this investment, totaling $858.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Galliard Stable Return Fund E, Galliard Stable Return E, Galliard Stable Return FD E. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | VOLVO GROUP NORTH AMERICA, LLC VOLVO GROUP NORTH AMERICA VOLUNTARY INVESTMENT PRETAX PLAN | GREENSBORO NC | 6,120 | $1.5B | $95.7M |
| 2 | GREIF PACKAGING LLC GREIF 401(K) RETIREMENT PLAN | DELAWARE OH | 6,763 | $863.4M | $79.2M |
| 3 | SCHWANS SHARED SERVICES, LLC SCHWAN'S COMPANY RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 9,135 | $632.3M | $66.7M |
| 4 | BROWN & BROWN, INC. BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN | DAYTONA BEACH FL | 12,393 | $1.8B | $65.4M |
| 5 | NEW JERSEY B.A.C. ANNUITY FUND NEW JERSEY B.A.C. ANNUITY FUND | FAIRFIELD NJ | 1,282 | $162.6M | $46.8M |
| 6 | GRAHAM PACKAGING COMPANY, L.P. EMPLOYEE SAVINGS PLAN FOR GRAHAM PACKAGING | LANCASTER PA | 3,582 | $480.7M | $35.6M |
| 7 | MARATHON CHEESE CORPORATION MARATHON CHEESE EMPLOYEE'S 401(K) RETIREMENT PLAN | MARATHON WI | 2,109 | $205.5M | $28.5M |
| 8 | MITSUBISHI MOTORS NORTH AMERICA, INC. MITSUBISHI MOTORS NORTH AMERICA, INC. 401(K) SAVINGS PLAN | FRANKLIN TN | 301 | $265.3M | $26.7M |
| 9 | PVH CORP PVH ASSOCIATES INVESTMENT PLAN | BRIDGEWATER NJ | 5,435 | $827.6M | $26.6M |
| 10 | BREAD FINANCIAL PAYMENTS, INC. BREAD FINANCIAL 401(K) PLAN | COLUMBUS OH | 4,992 | $932.1M | $25.6M |
