Schwab IDX RET 2015
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 35 retirement plans report an interest in this investment, totaling $22.3M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
35
Reported interest (EOY)
$22.3M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Schwab IDX RET 2015, Schwab IDX RET Trust 2015 I, Schwab IDX RET Trust 2015. Counts combine all variants of the same investment.
Plans holding Schwab IDX RET 2015ranked by reported interest
Unlock full list (Pro)| # | 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 | 689 | $54.0M | $968K |
| 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 |
See all 35 plans holding Schwab IDX RET 2015
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro