Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Galliard Retirement Income Fund in their Schedule of Assets, totaling $31.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ABG OPERATING, LLC AMERICAN BATH GROUP 401(K) PLAN | SAVANNAH TN | 4,778 | $124.1M | $12.1M |
| 2 | MONSTER WORLDWIDE, LLC. MONSTER WORLDWIDE INC. 401(K) SAVINGS PLAN | WESTON MA | 384 | $223.3M | $8.1M |
| 3 | BRANDYWINE REALTY TRUST BRANDYWINE REALTY TRUST 401K PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 281 |
| $71.1M |
| $6.5M |
| 4 | NELSON IRRIGATION CORPORATION NELSON IRRIGATION CORPORATION 401(K) AND PROFIT SHARING PLAN | WALLA WALLA WA | 193 | $111.7M | $3.1M |
| 5 | EXCEL ENGINEERING, INC. EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC WI | 327 | $80.5M | $1.1M |
| 6 | ATHLETICS INVESTMENT GROUP LLC DBA OAKLAND ATHLETICS BASEBALL COMPANY ATHLETICS INVESTMENT GROUP 401(K) PLAN | OAKLAND CA | 1,000 | $40.1M | $733K |
| 7 | GERALD H. PHIPPS, INC. GERALD H. PHIPPS, INC. EMPLOYEE'S 401(K) PLAN | GREENWOOD VILLAGE CO | 234 | $19.0M | $227K |
