Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 33 retirement plans report an interest in this investment, totaling $32.8M 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 2030, Great Gray Trust American FD 2030, Great Gray TR American Funds 2030 I, Great Gray American 2030 I, Great Gray Trust American FD 2030 I, Great Gray Trust American 2030 I, Great Gray TR American Funds 2030. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PALA GROUP, INC. PALA GROUP, INC. SAVINGS PLAN AND TRUST | BATON ROUGE LA | 492 | $25.5M | $5.9M |
| 2 | ADAMS FAIRACRE FARMS, INC. ADAMS FAIRACRE FARMS, INC. 401(K) PLAN | POUGHKEEPSIE NY | 1,426 | $47.7M | $5.8M |
| 3 | ARM GROUP LLC ARM GROUP ENTERPRISES 401(K) PLAN | HERSHEY PA | 267 | $31.9M | $2.3M |
| 4 | USA WATER, LLC USA WATER 401(K) PLAN | ROSENBERG TX | 439 | $10.2M | $2.1M |
| 5 | EVERCOMMERCE SOLUTIONS, INC. EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 1,574 | $81.1M | $2.0M |
| 6 | PALOMAR TECHNOLOGIES, INC. PALOMAR TECHNOLOGIES, INC. 401(K) PLAN | CARLSBAD CA | 76 | $24.3M | $1.8M |
| 7 | COLTENE/WHALEDENT, INC. COLTENE/WHALEDENT, INC. PROFIT SHARING PLAN | CUYAHOGA FALLS OH | 268 | $25.9M | $1.7M |
| 8 | P & S INVESTMENT COMPANY, INC. P & S AND RELATED ENTITIES 401(K) PLAN | GREEN BAY WI | 270 | $12.3M | $1.4M |
| 9 | DICK ANDERSON CONSTRUCTION, INC. DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN | HELENA MT | 526 | $42.5M | $1.4M |
| 10 | IDEAL IMAGE DEVELOPMENT, LLC IDEAL IMAGE DEVELOPMENT 401(K) PLAN | TAMPA FL | 1,282 | $28.4M | $1.1M |
