Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 166 U.S. retirement plans report holding GALLIARD STABLE RETURN FUND CORE in their Schedule of Assets, totaling $729.7M 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 | UNITED BANKSHARES, INC. UNITED BANKSHARES, INC. SAVINGS AND STOCK INVESTMENT PLAN | PARKERSBURG WV | 2,640 | $248.7M | $19.4M |
| 9 | NEW WORLD TRAVEL, INC. NEW WORLD TRAVEL, INC. EMPLOYEE 401(K) PLAN | NEW YORK NY | 38 | $18.1M | $18.1M |
| 10 | AMWINS GROUP, INC. AMWINS GROUP, INC. 401(K) PLAN | CHARLOTTE NC | 6,644 | $844.5M | $16.4M |
