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 $21.4M 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 2060, Great Gray TR American Funds 2060 I, Great Gray Trust American FD 2060, Great Gray American FD 2060, Great Gray Trust American 2060 I, Great Gray Trust American FD 2060 I, Great Gray American 2060 I, Great Gray TR American Funds 2060. 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 | $4.3M |
| 2 | EVERCOMMERCE SOLUTIONS, INC. EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 1,574 | $81.1M | $2.7M |
| 3 | IDEAL IMAGE DEVELOPMENT, LLC IDEAL IMAGE DEVELOPMENT 401(K) PLAN | TAMPA FL | 1,282 | $28.4M | $2.4M |
| 4 | IBEW 648 PENSION PLAN IBEW 648 PENSION PLAN | ONA WV | 456 | $90.0M | $1.6M |
| 5 | ARM GROUP LLC ARM GROUP ENTERPRISES 401(K) PLAN | HERSHEY PA | 267 | $31.9M | $1.6M |
| 6 | MOBILE MEDICAL RESPONSE, INCORPORATED MOBILE MEDICAL RESPONSE, INCORPORATED 401(K) PLAN | SAGINAW MI | 649 | $18.3M | $1.2M |
| 7 | GRIFFIS GROUP OF COMPANIES LLC GRIFFIS RESIDENTIAL 401(K) PLAN | GREENWOOD VILLAGE CO | 255 | $16.1M | $1.1M |
| 8 | ADAMS FAIRACRE FARMS, INC. ADAMS FAIRACRE FARMS, INC. 401(K) PLAN | POUGHKEEPSIE NY | 1,426 | $47.7M | $939K |
| 9 | DICK ANDERSON CONSTRUCTION, INC. DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN | HELENA MT | 526 | $42.5M | $908K |
| 10 | GREENE GROUP INDUSTRIES GREENE GROUP INDUSTRIES 401(K) PLAN | PORT HURON MI | 125 | $7.2M | $669K |
