Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Galliard Stable Return Fund Common/collective trust in their Schedule of Assets, totaling $174.0M 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 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN | 3,312 | $385.7M | $57.5M |
| 2 | ADVANCE STORES COMPANY, INC. ADVANCE AUTO PARTS, INC. 401(K) PLAN | ROANOKE VA | 65,131 | $1.1B | $54.5M |
| 3 | TRAVEL + LEISURE CO. TRAVEL + LEISURE CO. EMPLOYEE SAVINGS PLAN |
ORLANDO FL |
| 14,239 |
| $962.9M |
| $46.7M |
| 4 | NATIONAL AUSTRALIA BANK LIMITED NAB GROUP/USA 401(K) INVESTMENT PLAN | NEW YORK NY | 100 | $61.0M | $4.7M |
| 5 | SEMTECH CORPORATION SEMTECH CORPORATION RETIREMENT SAVINGS PLAN | CAMARILLO CA | 467 | $139.5M | $3.9M |
| 6 | NORTHERN CALIFORNIA GOLF ASSOCIATION NORTHERN CALIFORNIA GOLF ASSOCIATION/POPPY HOLDING, INC. 401(K) PLAN | PEBBLE BEACH CA | 171 | $22.9M | $2.5M |
| 7 | ESG ARCHITECTURE & DESIGN, INC. ESG ARCHITECTURE & DESIGN, INC. SAVINGS PLAN | MINNEAPOLIS MN | 100 | $27.9M | $1.3M |
| 8 | VIRGINIA TILE COMPANY, LLC VIRGINIA TILE COMPANY 401(K) PLAN | LIVONIA MI | 352 | $33.4M | $1.3M |
| 9 | CONNELLY PARTNERS, LLC CP 401(K) PLAN | BOSTON MA | 83 | $20.4M | $924K |
| 10 | CENTRAL MCGOWAN, INC. CENTRAL MCGOWAN, INC. 401(K) AND PROFIT SHARING PLAN | ST CLOUD MN | 150 | $16.5M | $626K |
