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 $22.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Schwab IDX RET 2015, Schwab IDX RET Trust 2015, Schwab IDX RET Trust 2015 I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER CA | 5,106 | $244.7M | $5.3M |
| 2 | SNELL & WILMER L.L.P. SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN | PHOENIX AZ | 1,073 | $587.6M | $3.8M |
| 3 | RUBINBROWN LLP RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST | ST LOUIS MO | 998 | $204.2M | $2.9M |
| 4 | MELALEUCA, INC. MELALEUCA, INC. 401(K) SAVINGS PLAN AND TRUST | IDAHO FALLS ID | 2,391 | $139.8M | $1.8M |
| 5 | SUNNEN PRODUCTS COMPANY SUNNEN EMPLOYEES' RETIREMENT PLAN | ST. LOUIS MO | 350 | $95.4M | $1.4M |
| 6 | TECO-WESTINGHOUSE MOTOR COMPANY TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN | ROUND ROCK TX | 253 | $48.1M | $1.1M |
| 7 | DUKE MANUFACTURING COMPANY DUKE MANUFACTURING COMPANY RETIREMENT PLAN | ST. LOUIS MO | 717 | $47.7M | $913K |
| 8 | H-J ENTERPRISES, INC. H-J ENTERPRISES EMPLOYEES PROFIT SHARING PLAN | HIGH RIDGE MO | 360 | $19.4M | $830K |
| 9 | BUTLER CHEMICALS, INC. BUTLER CHEMICALS EMPLOYEES' SALARY SAVINGS PLAN | ANAHEIM CA | 65 | — | $761K |
| 10 | MCCORMACK BARON SALAZAR, INC. MCCORMACK BARON 401(K) PLAN | ST. LOUIS MO | 783 | $32.5M | $708K |
