Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Great Gray Large Cap Value Fund # in their Schedule of Assets, totaling $11.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BAMA COMPANIES, INC. BAMA PROFIT SHARING PLAN | TULSA OK | 843 | $78.2M | $7.3M |
| 2 | POTOMAC CORPORATION POTOMAC CORPORATION PROFIT SHARING AND 401(K) PLAN | WHEELING IL | 133 | $16.2M | $1.0M |
| 3 | GEORGIA LOGISTICS GROUP, INC. GEORGIA LOGISTICS GROUP, INC. 401(K) RETIREMENT PLAN |
ST. SIMONS ISLAND GA |
| 93 |
| $11.5M |
| $933K |
| 4 | SHEAKLEY WORKFORCE MANAGEMENT SERVICES, LLC DBA SHEAKLEY PENSION TOTAL PEP SOLUTIONS | CINCINNATI OH | 964 | $47.8M | $681K |
| 5 | ACOLAD, INC. ACOLAD RETIREMENT SAVINGS PLAN | HUDSON WI | 111 | $14.3M | $501K |
| 6 | VIVIE VIVIE RETIREMENT SAVINGS PLAN | ALEXANDRIA MN | 749 | $19.1M | $298K |
| 7 | INSERSO CORPORATION INSERSO CORPORATION 401(K) PLAN | MCLEAN VA | 337 | $24.3M | $262K |
| 8 | RIESTERER & SCHNELL, INC. RIESTERER & SCHNELL 401(K) PLAN | PULASKI WI | 269 | $26.8M | $247K |
| 9 | WALKER METHODIST WALKER METHODIST RETIREMENT SAVINGS PLAN | MINNETONKA MN | 720 | $19.0M | $241K |
| 10 | DEPATIE FLUID POWER COMPANY DEPATIE FLUID POWER COMPANY EMPLOYEE 401(K) PLAN | PORTAGE MI | 242 | $15.5M | $38K |
