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 2060 I Registered investment company in their Schedule of Assets, totaling $133K 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 | MORGAN ASPHALT, INC. MORGAN ASPHALT INC. 401(K) RETIREMENT PLAN | MAGNA UT | 169 | $5.1M | $123K |
| 2 | JMAC CORPORATE SERVICES, LLC JMAC CORPORATE SERVICES, LLC PROFIT SHARING/401(K) PLAN | WENATCHEE WA | 223 | $7.2M | $10K |
