Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1,470 U.S. retirement plans report holding a Galliard fund in their Schedule of Assets, totaling $20.8B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Galliard position |
|---|---|---|---|---|---|
| 1 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | REDWOOD SHORES CA | 54,686 | $35.0B | $1.2B |
| 2 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY 401(K) PLAN | MINNEAPOLIS MN | 167,176 | $57.9B | $1.1B |
| 3 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST |
MINNETONKA MN |
| — |
| $31.0B |
| $965.9M |
| 4 | AMGEN INC. AMGEN RETIREMENT AND SAVINGS PLAN | THOUSAND OAKS CA | 14,965 | $7.7B | $651.0M |
| 5 | BAE SYSTEMS, INC. BAE SYSTEMS EMPLOYEES' SAVINGS AND INVESTMENT PLAN | FALLS CHURCH VA | 36,790 | $10.6B | $478.4M |
| 6 | SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN | AIKEN SC | 9,871 | $2.8B | $464.7M |
| 7 | ABBVIE INC. ABBVIE SAVINGS PLAN | NORTH CHICAGO IL | 28,506 | $13.4B | $423.3M |
| 8 | APPLE INC. APPLE 401(K) PLAN | CUPERTINO CA | 101,217 | $24.7B | $389.7M |
| 9 | BRISTOL-MYERS SQUIBB COMPANY BRISTOL-MYERS SQUIBB SAVINGS PLANS MASTER TRUST | PRINCETON NJ | 0 | $11.7B | $380.5M |
| 10 | KOCH INDUSTRIES, INC. KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN | WICHITA KS | 11,911 | $3.4B | $345.9M |
