Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Great Gray Trust Great Gray Trust American Funds 2045 in their Schedule of Assets, totaling $11.3M 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 | WILKS BROTHERS, LLC WILKS BROTHERS, LLC 401(K) PLAN | CISCO TX | 985 | $68.2M | $6.0M |
| 2 | APPLIED PROCESS, INC. AALBERTS SURFACE TECHNOLOGIES 401(K) PLAN | LIVONIA MI | 373 | $32.9M | $2.9M |
| 3 | THK MANUFACTURING OF AMERICA, INC. THK MANUFACTURING OF AMERICA INC. 401(K) RETIREMENT PLAN AND TRUST |
HEBRON OH |
| 375 |
| $12.4M |
| $1.1M |
| 4 | THE BENECON GROUP, LLC THE BENECON GROUP, LLC 401(K) PROFIT SHARING PLAN | LITITZ PA | 234 | $27.3M | $998K |
| 5 | W&L MAIL SERVICE, INC. W&L MAIL SERVICE, INC. RETIREMENT PLAN | KEYSVILLE VA | 83 | $1.9M | $337K |
