Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Great Gray Trust American Funds 2015 Fund in their Schedule of Assets, totaling $1.2M 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 | AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTER ASA NORTH TEXAS MULTIPLE EMPLOYER 401(K) PLAN | GRANDE PRAIRIE TX | 850 | $11.1M | $749K |
| 2 | CULPEPER FARMERS' COOPERATIVE, INC. CULPEPER FARMERS' COOPERATIVE, INC. RETIREMENT SAVINGS PLAN | CULPEPER VA | 118 | $5.8M | $240K |
| 3 | ANCHOR PARTNERS, LLC |
SOUTHLAKE TX |
| 949 |
| $22.8M |
| $193K |
| 4 | UNITED COMMUNITY & FAMILY SERVICES, INC. UNITED COMMUNITY & FAMILY SERVICES, INC. 401(K) PLAN | NORWICH CT | 343 | $33.8M | $39K |
| 5 | PHB, INC. PHB, INC. EMPLOYEES PROFIT SHARING PLAN | FAIRVIEW PA | 248 | $29.3M | $21K |
