Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Great Gray Trust in their Schedule of Assets, totaling $56.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SRG OPERATING, INC. SENIOR RESOURCE GROUP 401(K) RETIREMENT PLAN | SOLANA BEACH CA | 2,050 | $40.1M | $33.3M |
| 2 | RDG PLANNING & DESIGN, INC. RDG PLANNING & DESIGN, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 230 | $57.0M | $16.2M |
| 3 | CHATHAM ORTHOPAEDIC ASSOCIATES, P.A. |
SAVANNAH GA |
| 134 |
| $22.3M |
| $2.6M |
| 4 | PHILLIPSBURG EASTON HONDA PHILLIPSBURG EASTON HONDA 401(K) PLAN | PHILLIPSBURG NJ | 186 | $9.0M | $1.9M |
| 5 | YOUNG INNOVATIONS, INC. YOUNG INNOVATIONS, INC. 401(K) PROGRAM | ALGONQUIN IL | 637 | $48.7M | $1.4M |
| 6 | THE CYPRESS OF RALEIGH CLUB INC. THE CYPRESS OF RALEIGH CLUB 401K PLAN | RALEIGH NC | 298 | $3.6M | $1.1M |
