800 LaSalle Ave., Suite 2060, Minneapolis, MN 55479-2052; phone: (612) 667-5741; fax: (612) 667-3223; www.galliard.com
($ millions)
Total DC assets 2,159
Internally managed DC 1,987
Plan type:
401(k) 1,656
457 72
Other 259
Investment vehicle:
Separate accounts 211
Other commingled 1,776
Asset mix:
Bonds 20.9%
Stable value 79.1%
Client contact: Laura Gideon
Gardner Lewis Asset Management LP
285 Wilmington-West Chester Pike, Chadds Ford, PA 19317; phone: (610) 558-2800; fax: (610) 558-4839
($ millions)
Total DC assets 1,321
Internally managed DC 1,321
Plan type:
401(k) 104
457 1,217
Investment vehicle:
Mutual funds 86
Separate accounts 1,235
Asset mix:
Stocks 100%
Client contact: Judy Babb Werner
GE Investments
3003 Summer St., Stamford, CT 06905; phone: (203) 326-2316; fax: (203) 326-4160; www.ge.com
($ millions)
Total DC assets 18,783
Internally managed DC 6,257
Plan type:
401(k) 6,257
Investment vehicle:
Mutual funds 6,257
Life cycle assets 15
Asset mix:
Stocks 37%
Bonds 46%
Cash 16%
Other 1%
Client contact: Geoffrey Norman
Gelfand Maxus Asset Management
1301 E. Ninth St., 36th Floor, Cleveland, OH 44114; phone: (216) 687-1000; fax: (216) 687-1009; www.maxusgroup.com
($ millions)
Total DC assets 24
Internally managed DC 24
Plan type:
401(k) 3
Other 21
Investment vehicle:
Separate accounts 24
Asset mix:
Stocks 65%
Bonds 35%
Client contact: Fred D. DiSanto.
Glenmede Trust Co.
1650 Market St., Suite 1200, Philadelphia, PA 19103; phone: (215) 419-6000; fax: (215) 419-6653; www.glenmede.com
($ millions)
Total DC assets 67
Internally managed DC 67
Plan type:
401(k) 67
Investment vehicle:
Mutual funds 55
Separate accounts 12
Asset mix:
Stocks 97%
Bonds 3%
Client contact: James S. Lobb.
GLOBALT Inc.
3060 Peachtree Road N.W., Suite 225, Atlanta, GA 30305; phone: (404) 364-2188; fax: (404) 364-2189; www.globalt.com
($ millions)
Total DC assets 8
Internally managed DC 8
Plan type:
401(k) 8
Investment vehicle:
Separate accounts 8
Asset mix:
Stocks 80.3%
Bonds 8.7%
Cash 11.0%
Client contact: William H. Roach Jr.
Gofen & Glossberg LLC
455 Cityfront Plaza, Chicago, IL 60611; phone: (312) 828-1100; fax: (312) 828-9685
($ millions)
Total DC assets 112
Internally managed DC 112
Investment vehicle:
Separate accounts 112
Asset mix:
Stocks 50%
Bonds 45%
Cash 5%
Client contact: Joseph B. Glossberg
Goldman, Sachs & Co. Asset Management Division
1 New York Plaza, New York, NY 10004; phone: (800) 386-3720; fax: (212) 357-9015
($ millions)
Total DC assets 881
Internally managed DC 881
Plan type:
401(k) 100
403(b) 1
Other 780
Investment vehicle:
Mutual funds 101
Separate accounts 780
Asset mix:
Stocks 29%
Bonds 50%
Stable value 21%
Client contact: Lisa A. Rotenberg
Great-West Life & Annuity Insurance Co.
8505 E. Orchard Road, Englewood, CO 80201; phone: (303) 689-5730; fax: (303) 689-4274
($ millions)
Total DC assets 12,313
Internally managed DC 5,479
Groesbeck Investment Management Corp.
140 Route 17 N., Suite 330, Paramus, NJ 07652; phone: (201) 265-7997; fax: (201) 265-6696
($ millions)
Total DC assets 4
Internally managed DC 4
Plan type:
Profit sharing 4
Investment vehicle:
Separate accounts 4
Asset mix:
Stocks 99%
Cash 1%
Client contact: Robert P. Daines
Gulfstream Global Investors
100 Crescent Court, Suite 550, Dallas, TX 75201; phone: (214) 871-8388; fax: (214) 871-8393
($ millions)
Total DC assets 160
Internally managed DC 160
Plan type:
401(k) 160
Investment vehicle:
Separate accounts 160
Asset mix:
Stocks 100%
Client contact: Jim Marsh
