Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Galliard Stable Return Fund E Common Collective Trust Fund in their Schedule of Assets, totaling $163.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SERVICE CORPORATION INTL THE SCI 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 21,793 | $1.8B | $65.4M |
| 2 | THE DAY & ZIMMERMANN GROUP, INC. DAY & ZIMMERMANN RETIREMENT PLAN | PHILADELPHIA PA | 4,384 | $487.3M | $37.5M |
| 3 | FIRST QUALITY ENTERPRISES INC. FIRST QUALITY SAVINGS AND INVESTMENT PLAN |
GREAT NECK NY |
| 4,530 |
| $466.0M |
| $34.8M |
| 4 | FLUOR FEDERAL PETROLEUM OPERATIONS, LLC STRATEGIC PETROLEUM RESERVE RETIREMENT AND SAVINGS PLAN | NEW ORLEANS LA | 700 | $214.4M | $12.5M |
| 5 | THE CHURCHILL COMPANIES THE CHURCHILL COMPANIES RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 1,045 | $216.8M | $10.0M |
| 6 | H.L. YOH COMPANY LLC THE 401(K) RETIREMENT SAVINGS PLAN FOR YOH CONTRACT EMPLOYEES | PHILADELPHIA PA | 5,263 | $43.9M | $1.8M |
| 7 | THE DAY & ZIMMERMANN GROUP, INC. DAY & ZIMMERMANN 401(K) PLAN FOR CONTRACT EMPLOYEES | PHILADELPHIA PA | 2,054 | $12.2M | $1.3M |
| 8 | SERVICE CORPORATION INTL SCI UNION 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 293 | $12.7M | $658K |
