Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 29 retirement plans report an interest in this investment, totaling $25.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Great Gray Trust American Fund 2025, Great Gray TR American Funds 2025 I, Great Gray Trust American FD 2025, Great Gray American 2025 I, Great Gray Trust American 2025 I, Great Gray Trust American FD 2025 I, Great Gray TR American Funds 2025. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ADAMS FAIRACRE FARMS, INC. ADAMS FAIRACRE FARMS, INC. 401(K) PLAN | POUGHKEEPSIE NY | 1,426 | $47.7M | $6.0M |
| 2 | P & S INVESTMENT COMPANY, INC. P & S AND RELATED ENTITIES 401(K) PLAN | GREEN BAY WI | 270 | $12.3M | $3.7M |
| 3 | DICK ANDERSON CONSTRUCTION, INC. DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN | HELENA MT | 526 | $42.5M | $2.5M |
| 4 | EVERCOMMERCE SOLUTIONS, INC. EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 1,574 | $81.1M | $2.4M |
| 5 | PALA GROUP, INC. PALA GROUP, INC. SAVINGS PLAN AND TRUST | BATON ROUGE LA | 492 | $25.5M | $1.8M |
| 6 | USA WATER, LLC USA WATER 401(K) PLAN | ROSENBERG TX | 439 | $10.2M | $1.4M |
| 7 | REHAB EMPLOYEE SERVICES, LLC REHAB EMPLOYEE SERVICES 401(K) PLAN | BIRMINGHAM AL | 7,323 | $208.6M | $1.3M |
| 8 | GRIFFIS GROUP OF COMPANIES LLC GRIFFIS RESIDENTIAL 401(K) PLAN | GREENWOOD VILLAGE CO | 255 | $16.1M | $1.0M |
| 9 | PALOMAR TECHNOLOGIES, INC. PALOMAR TECHNOLOGIES, INC. 401(K) PLAN | CARLSBAD CA | 76 | $24.3M | $975K |
| 10 | GREENE GROUP INDUSTRIES GREENE GROUP INDUSTRIES 401(K) PLAN | PORT HURON MI | 125 | $7.2M | $917K |
