Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding GREAT GRAY TRUST RETIREMENTTRACK MOD 2065 R1 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.4M 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 | $1.8M |
| 2 | TRENTON MEDICAL CENTER INC. PALMS MEDICAL GROUP 401K PLAN | HIGH SPRINGS FL | 337 | $17.2M | $228K |
| 3 | BOSTON MOUNTAIN RURAL HEALTH CENTER INC. BOSTON MOUNTAIN RURAL HEALTH CENTER INC. 401K PLAN |
MARSHALL AR |
| 285 |
| $12.5M |
| $152K |
| 4 | DRIVELINE RETAIL MERCHANDISING INC. DRIVELINE RETAIL MERCHANDISING 401K PLAN | COPPELL TX | 6,754 | $7.0M | $134K |
| 5 | HEICHEL PLUMBING INC. HEICHEL PLUMBING INC. 401K PLAN | OCOEE FL | 133 | $2.4M | $77K |
| 6 | TRYON DISTRIBUTING LLC TRYON DISTRIBUTING LLC 401K RETIREMENT PLAN | CHARLOTTE NC | 264 | $11.1M | $35K |
| 7 | LARSON MANAGEMENT INC. LARSON MANAGEMENT INC. 401K PROFIT SHARING PLAN | EAU CLAIRE WI | 238 | $4.2M | $19K |
| 8 | MIDWEST HOSE & SPECIALTY INC. MIDWEST HOSE & SPECIALTY INC. 401K PLAN | OKLAHOMA CITY OK | 348 | $14.6M | $8K |
