Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 34 retirement plans report an interest in this investment, totaling $16.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Schwab IDX RET 2010, Schwab IDX RET Trust 2010 I, Schwab IDX RET Trust 2010. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SUNNEN PRODUCTS COMPANY SUNNEN EMPLOYEES' RETIREMENT PLAN | ST. LOUIS MO | 350 | $95.4M | $2.8M |
| 2 | FIRST NATIONAL BANK OF WATERLOO FIRST NATIONAL BANK OF WATERLOO PROFIT SHARING AND SAVINGS PLAN | WATERLOO IL | 191 | $15.9M | $1.7M |
| 3 | MORENO BASEBALL COMPANIES, INC. ANGELS BASEBALL 401(K) RETIREMENT SAVINGS PLAN | PHOENIX AZ | 357 | $49.0M | $1.5M |
| 4 | ZAYO GROUP HOLDINGS, INC. ZAYO GROUP HOLDINGS, INC. 401(K) PLAN | BOULDER CO | 2,724 | $357.3M | $1.4M |
| 5 | SNELL & WILMER L.L.P. SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN | PHOENIX AZ | 1,073 | $587.6M | $1.4M |
| 6 | HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER CA | 5,106 | $244.7M | $1.3M |
| 7 | MITEK INC. MII RETIREMENT SAVINGS 401(K) PLAN | CHESTERFIELD MO | 1,975 | $348.8M | $1.2M |
| 8 | HAMMER & STEEL GLOBAL, LLC HAMMER & STEEL GLOBAL, LLC 401(K) AND PROFIT SHARING PLAN | ST. LOUIS MO | 79 | — | $1.1M |
| 9 | SIMPSON HOUSING LLLP SIMPSON HOUSING 401(K) RETIREMENT PLAN | DENVER CO | 632 | $72.7M | $855K |
| 10 | DUKE MANUFACTURING COMPANY DUKE MANUFACTURING COMPANY RETIREMENT PLAN | ST. LOUIS MO | 717 | $47.7M | $809K |
