Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Wells Fargo Bank, N.A. Galliard Stable Return Fund Class M in their Schedule of Assets, totaling $395K 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 | NATIONAL OAK DISTRIBUTORS, INC. NATIONAL OAK DISTRIBUTORS, INC. 401(K) PLAN | WEST PALM BEACH FL | 373 | $19.3M | $395K |
