Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Great Gray Trust American Funds 2020 Fund in their Schedule of Assets, totaling $4.5M 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 | UNITED COMMUNITY & FAMILY SERVICES, INC. UNITED COMMUNITY & FAMILY SERVICES, INC. 401(K) PLAN | NORWICH CT | 343 | $33.8M | $1.5M |
| 2 | CULPEPER FARMERS' COOPERATIVE, INC. CULPEPER FARMERS' COOPERATIVE, INC. RETIREMENT SAVINGS PLAN | CULPEPER VA | 118 | $5.8M | $1.3M |
| 3 | AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTER |
GRANDE PRAIRIE TX |
| 850 |
| $11.1M |
| $1.0M |
| 4 | PHB, INC. PHB, INC. EMPLOYEES PROFIT SHARING PLAN | FAIRVIEW PA | 248 | $29.3M | $593K |
| 5 | NATURAL RETREATS US LLC NATURAL RETREATS 401(K) PLAN | CHARLOTTESVILLE VA | 359 | $8.5M | $93K |
| 6 | ANCHOR PARTNERS, LLC ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN | SOUTHLAKE TX | 949 | $22.8M | $85K |
