Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Great Gray Trust Company Large Cap Value Fund in their Schedule of Assets, totaling $9.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ENSEMBLE HEALTH PARTNERS HOLDINGS, LLC ENSEMBLE RETIREMENT SAVINGS PLAN 401(K) | CINCINNATI OH | 11,990 | $269.2M | $5.7M |
| 2 | JEL SERT COMPANY JEL SERT COMPANY INCENTIVE SAVINGS PLAN | WEST CHICAGO IL | 245 | $41.9M | $1.0M |
| 3 | BIOMED REALTY, L.P. BIOMED REALTY 401(K) RETIREMENT SAVINGS PLAN |
SAN DIEGO CA |
| 306 |
| $55.3M |
| $949K |
| 4 | VMD SYSTEMS INTEGRATORS, INC. VMD SYSTEMS INTEGRATORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FAIRFAX VA | 682 | $39.3M | $457K |
| 5 | ACIETA LLC ACIETA RETIREMENT PLAN | WAUKESHA WI | 0 | $0 | $423K |
| 6 | LIFESTORE FINANCIAL GROUP, INC. LIFESTORE 401(K) PROFIT SHARING PLAN | WEST JEFFERSON NC | 104 | $19.2M | $378K |
| 7 | R. P. WEDDELL & SONS CO. R. P. WEDDELL & SONS CO. RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 137 | $3.5M | $245K |
| 8 | STELLA & CHEWYS LLC STELLA & CHEWY'S LLC 401(K) PLAN | OAK CREEK WI | 643 | $19.4M | $237K |
| 9 | NEWPORT GROUP, INC. HB 3(38) POOLED EMPLOYER PLAN | FOLSOM CA | 978 | $16.8M | $217K |
| 10 | BALDWIN & SONS, LLC BALDWIN & SONS, LLC 401(K) PLAN | NEWPORT BEACH CA | 112 | $14.5M | $78K |
