Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Great Gray Trust American Funds 2040 Fund " in their Schedule of Assets, totaling $7.1M 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 | UNITED COMMUNITY & FAMILY SERVICES, INC. UNITED COMMUNITY & FAMILY SERVICES, INC. 401(K) PLAN | NORWICH CT | 343 | $33.8M | $2.2M |
| 2 | AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTER ASA NORTH TEXAS MULTIPLE EMPLOYER 401(K) PLAN | GRANDE PRAIRIE TX | 850 | $11.1M | $1.7M |
| 3 | ANCHOR PARTNERS, LLC |
SOUTHLAKE TX |
| 949 |
| $22.8M |
| $862K |
| 4 | PHB, INC. PHB, INC. EMPLOYEES PROFIT SHARING PLAN | FAIRVIEW PA | 248 | $29.3M | $620K |
| 5 | NATURAL RETREATS US LLC NATURAL RETREATS 401(K) PLAN | CHARLOTTESVILLE VA | 359 | $8.5M | $574K |
| 6 | CULPEPER FARMERS' COOPERATIVE, INC. CULPEPER FARMERS' COOPERATIVE, INC. RETIREMENT SAVINGS PLAN | CULPEPER VA | 118 | $5.8M | $499K |
| 7 | PHB DIE CASTING INC. PHB DIE CASTING INC. 401(K) PLAN | FAIRVIEW PA | 155 | $9.5M | $386K |
| 8 | EVS METAL ELECTRONIC VISION SYSTEMS RETIREMENT PLAN | RIVERDALE NJ | 256 | $15.0M | $207K |
