Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 28 retirement plans report an interest in this investment, totaling $33.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Great Gray Trust American Fund 2035, Great Gray Trust American FD 2035, Great Gray TR American Funds 2035 I, Great Gray Trust American 2035 I, Great Gray American Fund 2035, Great Gray TR American Funds 2035. 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 | $4.2M |
| 2 | ARM GROUP LLC ARM GROUP ENTERPRISES 401(K) PLAN | HERSHEY PA | 267 | $31.9M | $3.6M |
| 3 | EVERCOMMERCE SOLUTIONS, INC. EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 1,574 | $81.1M | $3.3M |
| 4 | DICK ANDERSON CONSTRUCTION, INC. DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN | HELENA MT | 526 | $42.5M | $3.1M |
| 5 | PALA GROUP, INC. PALA GROUP, INC. SAVINGS PLAN AND TRUST | BATON ROUGE LA | 492 | $25.5M | $2.6M |
| 6 | PACIFIC NORTHERN ENVIRONMENTAL, LLC PACIFIC NORTHERN ENVIRONMENTAL 401(K) PROFIT SHARING PLAN | LONGVIEW WA | 326 | $19.1M | $2.0M |
| 7 | ENSIGN ENGINEERING & LAND SURVEYING INC. ENSIGN ENGINEERING & LAND SURVEYING, INC. 401(K) PROFIT SHARING PLAN | SANDY UT | 128 | $18.1M | $1.8M |
| 8 | GRIFFIS GROUP OF COMPANIES LLC GRIFFIS RESIDENTIAL 401(K) PLAN | GREENWOOD VILLAGE CO | 255 | $16.1M | $1.7M |
| 9 | P & S INVESTMENT COMPANY, INC. P & S AND RELATED ENTITIES 401(K) PLAN | GREEN BAY WI | 270 | $12.3M | $1.5M |
| 10 | COLTENE/WHALEDENT, INC. COLTENE/WHALEDENT, INC. PROFIT SHARING PLAN | CUYAHOGA FALLS OH | 268 | $25.9M | $1.4M |
