Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Galliard Stable Return Fund Collective investment trust in their Schedule of Assets, totaling $48.2M 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 | BREAD FINANCIAL PAYMENTS, INC. BREAD FINANCIAL 401(K) PLAN | COLUMBUS OH | 4,992 | $932.1M | $25.6M |
| 2 | CLUBCORP CLUBCORP INDIVIDUAL INVESTMENT PLAN | IRVING TX | 14,826 | $83.1M | $6.7M |
| 3 | PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC RETIREMENT PLAN |
MOORPARK CA |
| 4,147 |
| $338.0M |
| $6.2M |
| 4 | INTERNET CORPORATION FOR ASSIGNED NAMES & NUMBERS ICANN RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 326 | $143.2M | $4.4M |
| 5 | THE CONNECTICUT WATER COMPANY SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY | CLINTON CT | 319 | $61.9M | $3.5M |
| 6 | NEWGROUND INTERNATIONAL, INC. NEWGROUND RETIREMENT SAVINGS PLAN | CLAYTON MO | 123 | $20.0M | $1.7M |
| 7 | KAMCO SUPPLY CORPORATION OF NEW ENGLAND KAMCO SUPPLY CORP OF NEW ENGLAND RETIREMENT PLAN | WALLINGFORD CT | 267 | $29.6M | $191K |
