Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 156 U.S. retirement plans report holding GALLIARD STABLE RETURN FUND CORE in their Schedule of Assets, totaling $663.3M 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 | PACTIV EVERGREEN SERVICES INC. EMPLOYEE SAVINGS PLAN | LAKE FOREST IL | 8,977 | $1.0B | $53.8M |
| 2 | CLIFTONLARSONALLEN LLP CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 7,938 | $1.5B | $32.7M |
| 3 | POHLAD COMPANIES, LLC POHLAD COMPANIES RETIREMENT SAVINGS PLAN |
MINNEAPOLIS MN |
| 1,358 |
| $371.4M |
| $32.6M |
| 4 | MARATHON CHEESE CORPORATION MARATHON CHEESE EMPLOYEE'S 401(K) RETIREMENT PLAN | MARATHON WI | 2,109 | $205.5M | $28.5M |
| 5 | ICC INDUSTRIES INC. ICC INDUSTRIES INC. EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 1,277 | $169.4M | $28.1M |
| 6 | BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 649 ANNUITY TRUST FUND OPERATING ENGINEERS LOCAL 649 ANNUITY TRUST FUND | PEORIA IL | 1,214 | $123.1M | $21.4M |
| 7 | BALCH & BINGHAM LLP BALCH & BINGHAM LLP 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 354 | $315.0M | $20.2M |
| 8 | AMWINS GROUP, INC. AMWINS GROUP, INC. 401(K) PLAN | CHARLOTTE NC | 6,644 | $844.5M | $16.4M |
| 9 | A.W. CHESTERTON COMPANY A. W. CHESTERTON COMPANY 401K PLAN | GROVELAND MA | 663 | $139.9M | $16.2M |
| 10 | FORT WAYNE METALS RESEARCH PRODUCTS, LLC. FORT WAYNE METALS RESEARCH PRODUCTS, LLC RETIREMENT SAVINGS PLAN | FT. WAYNE IN | 1,485 | $173.0M | $13.5M |
