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 2065 Fund in their Schedule of Assets, totaling $498K 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 | NATURAL RETREATS US LLC NATURAL RETREATS 401(K) PLAN | CHARLOTTESVILLE VA | 359 | $8.5M | $185K |
| 2 | ANCHOR PARTNERS, LLC ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN | SOUTHLAKE TX | 949 | $22.8M | $106K |
| 3 | PHB, INC. PHB, INC. EMPLOYEES PROFIT SHARING PLAN |
FAIRVIEW PA |
| 248 |
| $29.3M |
| $103K |
| 4 | AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTER ASA NORTH TEXAS MULTIPLE EMPLOYER 401(K) PLAN | GRANDE PRAIRIE TX | 850 | $11.1M | $53K |
| 5 | PHB DIE CASTING INC. PHB DIE CASTING INC. 401(K) PLAN | FAIRVIEW PA | 155 | $9.5M | $50K |
