Great Gray Trust Company

At Great Gray® we believe in – and are driven by – growth. In continually expanding and transforming retirement solutions through technology that streamlines, innovation that unlocks potential, and a mindset that reaches far beyond the status quo. Growth that brings new efficiencies, new possibilities, new goals to our customers. And to their customers. From acting as a trustee for CITs, where we transcend oversight by working to ensure assets are not just managed but maximized, to delivering modern approaches like our onboarding tool BoardingPass®, we never stop looking for smart ways to innovate and grow our industry. And ultimately, bring greater value to those we serve. Always listening, learning, applying new concepts on top of a long-standing reputation for fiduciary strength and expertise. Creating what’s next from a critical foundation of discipline and trust. Empowering our industry, customers, and ourselves to grow confidently. Disclosures: Great Gray Trust Company, LLC serves as Trustee for its bank collective investment trusts (“CITs” or “Funds”) and maintains ultimate fiduciary authority over the management of, and investments made in, the Funds. The Funds are not mutual funds as the Funds and their units are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, respectively. See full disclosures here: https://greatgray.com/wp-content/uploads/2025/05/Standard-Great-Gray-Disclosure-4.15.2025-rev5.9.pdf