Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $54.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Great Gray Trust Eupac, Great Gray Trust Eupac CL CT, Great Gray Trust Eupac-class CT, Great Gray Eupac Trust, Great Gray Trust Eupac FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | FERRELL COMPANIES, INC FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN | LIBERTY MO | 4,393 | $276.4M | $21.5M |
| 2 | UNITED BANKSHARES, INC. UNITED BANKSHARES, INC. SAVINGS AND STOCK INVESTMENT PLAN | PARKERSBURG WV | 2,587 | $282.1M | $7.3M |
| 3 | DICKINSON WRIGHT PLLC |
TROY MI |
| 906 |
| $353.7M |
| $6.3M |
| 4 | THE CHURCHILL COMPANIES THE CHURCHILL COMPANIES RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 766 | $202.9M | $6.0M |
| 5 | DREYER'S GRAND ICE CREAM, INC. DREYER'S SAVINGS PLAN | WALNUT CREEK CA | 2,699 | $239.1M | $2.1M |
| 6 | IXL LEARNING, INC. IXL LEARNING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN MATEO CA | 1,512 | $185.5M | $1.4M |
| 7 | H.J. MARTIN & SON, INC. H. J. MARTIN & SON, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN | GREEN BAY WI | 254 | $30.4M | $1.4M |
| 8 | FORTIS CONSTRUCTION INC. FORTIS CONSTRUCTION, INC. EMPLOYEES SAVINGS TRUST | PORTLAND OR | 496 | $66.0M | $1.3M |
| 9 | HOMESTEADERS LIFE CO. HOMESTEADERS LIFE CO. 401(K) RETIREMENT PLAN | WEST DES MOINES IA | 351 | $61.8M | $1.3M |
| 10 | MOMENTUM TELECOM, INC. MOMENTUM TELECOM, INC. 401(K) PLAN | ATLANTA GA | 392 | $46.5M | $1.1M |
