Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Great Gray Trust Co. Small Cap Growth Fund II Fee Class R1 in their Schedule of Assets, totaling $407K 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 | MARINE TRAVELIFT , INC. EXACTECH HOLDINGS, INC. 401(K) PLAN | STURGEON BAY WI | 153 | $19.8M | $405K |
| 2 | TRI 3, INC. TRI 3, INC. 401(K) RETIREMENT SAVINGS PLAN | DE SOTO KS | 103 | $3.8M | $2K |
