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CIT Solutions
- - A Superior Collective Investment Trust Onboarding Experience.
    Enter Boardingpass™
Perspectives
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    - CITs Light On Fees, But... CIT 101: What is a... CITs vs. Mutual Funds:... CIT 101: The Role of a...
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    A world where every retiree can grow confidently into the future, supported by forward-thinking solutions and industry-leading fiduciary expertise. As leaders in the CIT space, we’re reshaping retirement for the better—simplifying complexities and maximizing opportunities.
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CIT Solutions
- - A Superior Collective Investment Trust Onboarding Experience.
    Enter Boardingpass™
Perspectives
- - Featured Perspectives
    - CITs Light On Fees, But... CIT 101: What is a... CITs vs. Mutual Funds:... CIT 101: The Role of a...
About
- - Our Vision
    A world where every retiree can grow confidently into the future, supported by forward-thinking solutions and industry-leading fiduciary expertise. As leaders in the CIT space, we’re reshaping retirement for the better—simplifying complexities and maximizing opportunities.
    Learn More
Get Started

CIF Annual Reports

These annual reports are for the last fiscal year ended December 31, and are updated annually in April/May time period.

Fund Information / CIF Annual Reports

Great Gray Trust Company, LLC intends to file a Form 5500 with the U.S. Department of Labor as a Direct Filing Entity in accordance with DOL Regulations on behalf of each Fund. Please see our communication regarding Annual Reports and IRS Form 5500 Filings and the List of Fund Names, EINs and Plan Numbers.

Please contact us with any annual report or audit questions.

Great Gray Trust Company, LLC Collective Investment Funds (“Great Gray Funds”) are bank collective investment funds; they are not mutual funds. Great Gray Trust Company, LLC serves as the Trustee of the Great Gray Funds and maintains ultimate fiduciary authority over the management of, and investments made in, the Great Gray Funds. The Great Gray Funds and their units are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, respectively.

Investments in the Great Gray Funds are not bank deposits or obligations of, are not insured or guaranteed by Great Gray Trust Company, LLC, any bank, the FDIC, the Federal Reserve, or any other governmental agency. The Great Gray Funds are commingled investment vehicles, and as such, the values of the underlying investments will rise and fall according to market activity; it is possible to lose money by investing in the Great Gray Funds.

Participation in Collective Investment Trust Funds is limited primarily to qualified retirement plans and certain state or local government plans and is not available to IRAs, health and welfare plans and, in certain cases, Keogh (H.R. 10) plans. Collective Investment Trust Funds may be suitable investments for plan fiduciaries seeking to construct a well-diversified retirement savings program. Investors should consider the investment objectives, risks, charges and expenses of any pooled investment fund carefully before investing. The Additional Fund Information and Principal Risk Definitions (PRD) contains this and other information about a Collective Investment Trust Fund and is available here or ask for a free copy by contacting Great Gray Trust Company, LLC at (866) 427-6885.