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 $60.2M 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 2045, Great Gray TR American Funds 2045 I, Great Gray Trust American FD 2045, Great Gray Trust American 2045 I, Great Gray TR American Funds 2045, Great Gray Trust American FD 2045 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 | $24.3M |
| 2 | EVERCOMMERCE SOLUTIONS, INC. EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 1,574 | $81.1M | $5.0M |
| 3 | IDEAL IMAGE DEVELOPMENT, LLC IDEAL IMAGE DEVELOPMENT 401(K) PLAN | TAMPA FL | 1,282 | $28.4M | $3.6M |
| 4 | DICK ANDERSON CONSTRUCTION, INC. DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN | HELENA MT | 526 | $42.5M | $3.5M |
| 5 | ARM GROUP LLC ARM GROUP ENTERPRISES 401(K) PLAN | HERSHEY PA | 267 | $31.9M | $2.8M |
| 6 | PALA GROUP, INC. PALA GROUP, INC. SAVINGS PLAN AND TRUST | BATON ROUGE LA | 492 | $25.5M | $2.5M |
| 7 | ADAMS FAIRACRE FARMS, INC. ADAMS FAIRACRE FARMS, INC. 401(K) PLAN | POUGHKEEPSIE NY | 1,426 | $47.7M | $2.4M |
| 8 | PACIFIC NORTHERN ENVIRONMENTAL, LLC PACIFIC NORTHERN ENVIRONMENTAL 401(K) PROFIT SHARING PLAN | LONGVIEW WA | 326 | $19.1M | $2.1M |
| 9 | COLTENE/WHALEDENT, INC. COLTENE/WHALEDENT, INC. PROFIT SHARING PLAN | CUYAHOGA FALLS OH | 268 | $25.9M | $2.0M |
| 10 | IBEW 648 PENSION PLAN IBEW 648 PENSION PLAN | ONA WV | 456 | $90.0M | $1.7M |
