Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Galliard Stable Return PI in their Schedule of Assets, totaling $230.6M 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 | FIDELITY NATIONAL FINANCIAL, INC. THE FIDELITY NATIONAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 18,305 | $3.0B | $210.6M |
| 2 | MCCORMICK & COMPANY, INC. MCCORMICK 401(K) RETIREMENT PLAN | HUNT VALLEY MD | 4,796 | $968.2M | $16.8M |
| 3 | SMYTH COMPANIES, LLC |
EAGAN MN |
| 542 |
| $51.0M |
| $1.1M |
| 4 | NORTHLAND DEALERS INVESTMENT GROUP, INC. NORTHLAND DEALERS INVESTMENT GROUP, INC. 401(K) RETIREMENT PLAN | DULUTH MN | 701 | $25.9M | $929K |
| 5 | NODAK INSURANCE COMPANY NODAK INSURANCE COMPANY 401(K) PROFIT SHARING PLAN | FARGO ND | 222 | $48.6M | $857K |
| 6 | SHAKER ADVERTISING AGENCY SHAKER ADVERTISING AGENCY EMPLOYEES' 401(K) PLAN | OAK PARK IL | 230 | $24.7M | $279K |
