Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Galliard* Stable Return Fund E in their Schedule of Assets, totaling $82.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | M. A. MORTENSON COMPANY M. A. MORTENSON COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST | MINNEAPOLIS MN | 3,429 | $826.6M | $23.3M |
| 2 | TOYODA GOSEI NORTH AMERICA CORP. TOYODA GOSEI 401(K) PLAN | TROY MI | 4,336 | $371.1M | $23.2M |
| 3 | PENN MUTUAL LIFE INSURANCE COMPANY |
HORSHAM PA |
| 1,060 |
| $489.8M |
| $17.1M |
| 4 | BLUE CROSS AND BLUE SHIELD OF KANSAS CITY BLUE CROSS AND BLUE SHIELD OF KANSAS CITY 401(K) PLAN | KANSAS CITY MO | 1,327 | $282.4M | $5.9M |
| 5 | THE ORVIS COMPANY, INC. THE ORVIS COMPANY 401(K) PLAN | SUNDERLAND VT | 1,728 | $104.7M | $3.0M |
| 6 | AXIOS INCORPORATED AXIOS INCORPORATED MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN AND TRUST | GRAND RAPIDS MI | 5,070 | $63.4M | $2.0M |
| 7 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $1.6M |
| 8 | M. A. MORTENSON COMPANY M. A. MORTENSON COMPANY RETIREMENT SAVINGS PLAN AND TRUST FOR TRADE EMPLOYEES | MINNEAPOLIS MN | 3,735 | $38.7M | $1.3M |
| 9 | HIGHGATE HOTELS, L.P. DBA 'ALOHILANI RESORT WAIKIKI BEACH 'ALOHILANI RESORT WAIKIKI BEACH EMPLOYEES' INVESTMENT PLAN | HONOLULU HI | 384 | $18.4M | $1.1M |
| 10 | ALPINE PHYSICIAN PARTNERS, LLC ALPINE PHYSICIAN PARTNERS, LLC 401(K) RETIREMENT PLAN | ORANGE CA | 1,247 | $48.7M | $1.1M |
