Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 60 retirement plans report an interest in this investment, totaling $2.6B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Great Gray Trust Stable Value Fund, Great Gray Trust Stable Value FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GREAT GRAY TRUST COMPANY, LLC INDEXSELECT MODERATE RETIREMENT FUND | LAS VEGAS NV | — | $2.1B | $740.5M |
| 2 | GREAT GRAY TRUST COMPANY, LLC INDEXSELECT MODERATE 2035 FUND | LAS VEGAS NV | — | $2.4B | $539.9M |
| 3 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST AMERICAN FUNDS 2030 FUND | LAS VEGAS NV | — | $774.4M | $251.5M |
| 4 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST AMERICAN FUNDS 2025 FUND | LAS VEGAS NV | — | $566.8M | $225.8M |
| 5 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST AMERICAN FUNDS 2035 FUND | LAS VEGAS NV | — | $807.2M | $187.3M |
| 6 | GREAT GRAY TRUST COMPANY, LLC INDEXSELECT MODERATE 2045 FUND | LAS VEGAS NV | — | $2.0B | $122.8M |
| 7 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST AMERICAN FUNDS 2020 FUND | LAS VEGAS NV | — | $250.3M | $101.2M |
| 8 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST AMERICAN FUNDS 2040 FUND | LAS VEGAS NV | — | $673.5M | $68.4M |
| 9 | GREAT GRAY TRUST COMPANY, LLC INDEXSELECT CONSERVATIVE RETIREMENT FUND | LAS VEGAS NV | — | $162.7M | $66.3M |
| 10 | GREAT GRAY TRUST COMPANY, LLC INDEXSELECT AGGRESSIVE RETIREMENT FUND | LAS VEGAS NV | — | $205.2M | $55.5M |
