Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding GREAT GRAY TRUST RETIREMENTTRACK MOD 2035 R1 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $11.9M 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 | KVP ENERGY SERVICES LLC KVP ENERGY SERVICES 401(K) & PROFIT SHARING PLAN | ANDREWS TX | 621 | $15.4M | $3.2M |
| 2 | DRIVELINE RETAIL MERCHANDISING INC. DRIVELINE RETAIL MERCHANDISING 401K PLAN | COPPELL TX | 6,754 | $7.0M | $2.7M |
| 3 | BOSTON MOUNTAIN RURAL HEALTH CENTER INC. |
MARSHALL AR |
| 285 |
| $12.5M |
| $2.4M |
| 4 | SUNBELT MODULAR INC. SUNBELT MODULAR INC. PROFIT SHARING PLAN | PHOENIX AZ | 755 | $11.8M | $2.2M |
| 5 | HEICHEL PLUMBING INC. HEICHEL PLUMBING INC. 401K PLAN | OCOEE FL | 133 | $2.4M | $716K |
| 6 | LARSON MANAGEMENT INC. LARSON MANAGEMENT INC. 401K PROFIT SHARING PLAN | EAU CLAIRE WI | 238 | $4.2M | $375K |
| 7 | MIDWEST HOSE & SPECIALTY INC. MIDWEST HOSE & SPECIALTY INC. 401K PLAN | OKLAHOMA CITY OK | 348 | $14.6M | $329K |
