Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Galliard Retirement Income Fund in their Schedule of Assets, totaling $15.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | NELSON IRRIGATION CORPORATION NELSON IRRIGATION CORPORATION 401(K) AND PROFIT SHARING PLAN | WALLA WALLA WA | 193 | $111.7M | $3.1M |
| 3 | ATHLETICS INVESTMENT GROUP LLC DBA OAKLAND ATHLETICS BASEBALL COMPANY |
OAKLAND CA |
| 1,000 |
| $40.1M |
| $733K |
