Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Galliard Stable Return C - in their Schedule of Assets, totaling $9.8M 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 | LOWNDES, DROSDICK, DOSTER, KANTOR & REED, PA LOWNDES, DROSDICK, DOSTER, KANTOR & REED, P.A. RETIREMENT PLAN | ORLANDO FL | 171 | $91.5M | $4.9M |
| 2 | APPVION, LLC APPVION, LLC RETIREMENT SAVINGS PLAN | APPLETON WI | 307 | $76.3M | $1.9M |
| 3 | NEKOOSA COATED PRODUCTS, LLC |
NEKOOSA WI |
| 280 |
| $20.2M |
| $1.8M |
| 4 | AGRI-COVER, INC. AGRI-COVER, INC. 401(K) PLAN | JAMESTOWN ND | 168 | $15.4M | $445K |
| 5 | PIEDMONT HEALTHCARE, INC. PIEDMONT HEALTHCARE, INC. 401(K) TOMORROWPLAN | ATLANTA GA | 35,819 | $2.9B | $419K |
| 6 | DR. MARK LYNN AND ASSOCIATES, PLLC LYNN PRACTICES 401(K) PLAN | SAN ANTONIO TX | 1 | $693K | $223K |
| 7 | INNOVANCE, INC. INNOVANCE, INC. 401(K) PLAN | ALBERT LEA MN | 377 | $34.1M | $36K |
