Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Great Gray Trust Company, LLC (Great Gray) Great Gray Trust American Funds 2040 I in their Schedule of Assets, totaling $1.2M 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 | HERB PHARM, LLC HERB PHARM, LLC SAVINGS PLAN | WILLIAMS OR | 175 | $6.7M | $1.2M |
