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A Superior Collective Investment Trust Onboarding Experience.
A Superior Collective Investment Trust Onboarding Experience.
Growth in the retirement industry requires more than scale. It requires discipline, curiosity, and a willingness to challenge the status quo while maintaining the highest standards of fiduciary responsibility. In 2025, Great Gray continued to build on this balance: expanding its reach, strengthening its capabilities, and investing in the long-term success of advisors and plan sponsors.
As the industry looks ahead to 2026, the past year offers a clear view into how Great Gray approaches growth: strategically with intentionality.
In 2025, Great Gray announced two strategic transactions—the acquisition of RPAG and the purchase of assets from flexPATH’s CIT fund sub-advisory business. These decisions reflected a disciplined approach to growth, guided by alignment in values, expertise, and long-term vision.
Each investment was made with a clear focus on strengthening retirement outcomes through governance, collaboration, and shared responsibility. As President & CEO Rob Barnett noted, “the shared mission remains ensuring every retiree has access to the best possible retirement solutions.” Growth followed that purpose, not the other way around.
Thought leadership remained central to Great Gray’s approach in 2025. The launch of the Gray to Great podcast created space for thoughtful, peer-driven conversations across the retirement industry.
Across 13 episodes, 15 advisors from more than 10 states shared perspectives on leadership, innovation, and the evolving needs of plan sponsors and participants. Reaching more than 1,000 downloads, the podcast reinforced the value of listening closely to advisors and elevating real-world experience.
This commitment to efficient, relevant education also led to the introduction of The Great Gray Brief, the firm’s first newsletter, designed to deliver timely insights without unnecessary complexity or noise.
Great Gray continued investing in consistent, relevant engagement across the industry this year. Content and insights were expanded by 400x, with a focus on clarity, usefulness, and advisor enablement rather than volume alone.
That approach supported meaningful growth in community engagement, including a 90% year-over-year increase in LinkedIn followers. The result was not just greater visibility, but stronger connection and engagement, built on relevance, trust, and shared industry challenges.
Sustainable growth requires the right talent in place. In 2025, Great Gray invested in its people, growing its workforce by 55% year over year to support expanding capabilities and continued operational excellence.
This investment ensured that innovation and scale remained supported by experience, discipline, and a deep understanding of fiduciary responsibility.
As of September 30, 2025, Great Gray grew to $269.8 billion in assets under administration, supporting 827 funds and relationships with more than 200 recordkeepers. More than 11% of total assets are held in fund-of-fund structures where Great Gray serves as trustee or administrator at multiple levels.
This scale reflects both opportunity and responsibility, reinforcing the importance of strong governance, thoughtful oversight, and consistent execution without sacrificing robust investor protections.
2025 reinforced a defining principle at Great Gray: progress is built by pairing innovation with trust. Through strategic investments, advisor-focused education, community engagement, and disciplined growth, Great Gray continued creating momentum that supports confident decision-making across the retirement ecosystem.
As 2026 approaches, the focus remains on listening, learning, and applying new ideas—always grounded in fiduciary strength, collaboration, and a commitment to long-term value.
To learn more about Great Gray and our funds, contact us here.
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. 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 and 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 at www.greatgray.com/cit-fund-info/principal-risk-definitions/ or ask for a free copy by contacting Great Gray Trust Company, LLC at (866) 427-6885.
Great Gray® and Great Gray Trust Company are service marks used in connection with various fiduciary and non-fiduciary services offered by Great Gray Trust Company, LLC.