Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 30 retirement plans report an interest in this investment, totaling $40.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 8 name variants: Great Gray Trust American Fund 2040, Great Gray TR American Funds 2040 I, Great Gray Trust American FD 2040, Great Gray American FD 2040, Great Gray American 2040 I, Great Gray TR American Funds 2040, Great Gray Trust American FD 2040 I, Great Gray Trust American 2040 I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | REHAB EMPLOYEE SERVICES, LLC REHAB EMPLOYEE SERVICES 401(K) PLAN | BIRMINGHAM AL | 7,323 | $208.6M | $12.8M |
| 2 | ADAMS FAIRACRE FARMS, INC. ADAMS FAIRACRE FARMS, INC. 401(K) PLAN | POUGHKEEPSIE NY | 1,426 | $47.7M | $4.9M |
| 3 | DICK ANDERSON CONSTRUCTION, INC. DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN | HELENA MT | 526 | $42.5M | $3.5M |
| 4 | EVERCOMMERCE SOLUTIONS, INC. EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 1,574 | $81.1M | $3.1M |
| 5 | PALA GROUP, INC. PALA GROUP, INC. SAVINGS PLAN AND TRUST | BATON ROUGE LA | 492 | $25.5M | $1.7M |
| 6 | ARM GROUP LLC ARM GROUP ENTERPRISES 401(K) PLAN | HERSHEY PA | 267 | $31.9M | $1.6M |
| 7 | ENSIGN ENGINEERING & LAND SURVEYING INC. ENSIGN ENGINEERING & LAND SURVEYING, INC. 401(K) PROFIT SHARING PLAN | SANDY UT | 128 | $18.1M | $1.5M |
| 8 | IBEW 648 PENSION PLAN IBEW 648 PENSION PLAN | ONA WV | 456 | $90.0M | $1.4M |
| 9 | IDEAL IMAGE DEVELOPMENT, LLC IDEAL IMAGE DEVELOPMENT 401(K) PLAN | TAMPA FL | 1,282 | $28.4M | $1.4M |
| 10 | WOODRUFF CONSTRUCTION, INC WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST | FORT DODGE IA | 168 | $8.3M | $1.4M |
