Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding SEI Trust Company Galliard Stable Return Fund in their Schedule of Assets, totaling $38.2M 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 | MATRIX SERVICE COMPANY MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN | TULSA OK | 1,851 | $215.7M | $15.2M |
| 2 | W&W-AFCO STEEL LLC HIRSCHFELD HOLDINGS, LP EMPLOYEE SAVINGS PLAN | OKLAHOMA CITY OK | 738 | $39.5M | $9.2M |
| 3 | PRIMARY CARE ASSOCIATES OF APPLETON, LTD. |
APPLETON WI |
| 152 |
| $60.4M |
| $5.0M |
| 4 | COINSTAR, LLC COINSTAR, LLC 401(K) RETIREMENT SAVINGS PLAN | BELLEVUE WA | 356 | $84.0M | $3.5M |
| 5 | ROBERTSHAW CONTROLS COMPANY ROBERTSHAW CONTROLS COMPANY 401(K) PLAN | ITASCA IL | 145 | $27.9M | $1.9M |
| 6 | W&W-AFCO STEEL LLC W&W STEEL 401(K) SAVINGS PLAN | OKLAHOMA CITY OK | 765 | $50.7M | $1.7M |
| 7 | THE VOLLRATH COMPANY, LLC THE VOLLRATH COMPANY, LLC KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN | SHEBOYGAN WI | 170 | $8.6M | $1.1M |
| 8 | MAXWELL GROUP INC. SENIOR LIVING COMMUNITIES 401K PLAN | CHARLOTTE NC | 2,495 | $31.3M | $548K |
| 9 | EMJ CORPORATION EMJ CORPORATION RETIREMENT PLAN | CHATTANOOGA TN | 197 | $24.0M | $197K |
