Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Great Gray Great Gray Trust American Funds 2065 I in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ABERDEEN ROAD COMPANY ABERDEEN ROAD COMPANY 401(K) PLAN | EMIGSVILLE PA | 109 | $9.9M | $596K |
| 2 | ADVANCED COOLING TECHNOLOGIES, INC. ADVANCED COOLING TECHNOLOGIES, INC. 401(K) PLAN | LANCASTER PA | 272 | $16.4M | $497K |
| 3 | FPI MANAGEMENT, INC. FPI MANAGEMENT, INC. 401(K) PLAN |
FOLSOM CA |
| 3,945 |
| $23.2M |
| $239K |
| 4 | STEWART CANDY COMPANY STEWART CANDY COMPANY 401(K) PLAN | BLACKSHEAR GA | 173 | $12.2M | $121K |
| 5 | P & S INVESTMENT COMPANY, INC. P & S AND RELATED ENTITIES 401(K) PLAN | GREEN BAY WI | 270 | $12.3M | $63K |
| 6 | BAUER COMPRESSORS, INC. BAUER COMPRESSORS, INC. EMPLOYEE RETIREMENT PLAN | NORFOLK VA | 263 | $26.2M | $24K |
| 7 | TOUCHTUNES MUSIC GROUP,LLC TOUCHTUNES MUSIC COMPANY 401(K) PLAN | NEW YORK NY | 184 | $18.3M | $24K |
| 8 | HERB PHARM, LLC HERB PHARM, LLC SAVINGS PLAN | WILLIAMS OR | 175 | $6.7M | $2K |
