Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Great Gray Trust American Funds 2035 I Pooled Separate Account in their Schedule of Assets, totaling $635K 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 | U.S MECHANICAL LIMITED COMPANY USM/SM/USOFS 401(K) PROFIT SHARING PLAN | PLEASANT GROVE UT | 194 | $5.1M | $612K |
| 2 | BAUCOM'S NURSERY COMPANY BAUCOM'S NURSERY COMPANY RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 121 | $4.7M | $23K |
