Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Great Gray Trust Company Mid Cap Value Fund in their Schedule of Assets, totaling $3.5M 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 | BASSETT FURNITURE IND. INC. BASSETT FURNITURE IND. INC. 401(K) PLAN | BASSETT VA | 1,223 | $72.8M | $998K |
| 2 | TRUMARK FINANCIAL CREDIT UNION TRUMARK FINANCIAL CREDIT UNION RETIREMENT SAVINGS PLAN | FORT WASHINGTON PA | 412 | $42.7M | $908K |
| 3 | VAREN TECHNOLOGIES, INC. |
COLUMBIA MD |
| 162 |
| $48.0M |
| $462K |
| 4 | UPTAKE TECHNOLOGIES, INC. UPTAKE TECHNOLOGIES, INC. RETIREMENT TRUST | CHICAGO IL | 53 | $14.5M | $421K |
| 5 | ACIETA LLC ACIETA RETIREMENT PLAN | WAUKESHA WI | 0 | $0 | $179K |
| 6 | C2 TECHNOLOGIES, INC. C2 TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 209 | $37.7M | $151K |
| 7 | ONIT, INC. ONIT 401(K) PLAN | ATLANTA GA | 259 | $20.6M | $114K |
| 8 | STELLA & CHEWYS LLC STELLA & CHEWY'S LLC 401(K) PLAN | OAK CREEK WI | 643 | $19.4M | $106K |
| 9 | LIFESTORE FINANCIAL GROUP, INC. LIFESTORE 401(K) PROFIT SHARING PLAN | WEST JEFFERSON NC | 104 | $19.2M | $100K |
| 10 | MARTIN, DISIERE, JEFFERSON & WISDOM, LLP MDJ&W 401(K) PLAN | HOUSTON TX | 124 | $27.3M | $19K |
