Schwab IDX RET 2020
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 50 retirement plans report an interest in this investment, totaling $77.1M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
50
Reported interest (EOY)
$77.1M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Schwab IDX RET 2020, Schwab IDX RET Trust 2020 I, Schwab IDX RET Trust 2020. Counts combine all variants of the same investment.
Plans holding Schwab IDX RET 2020ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SNELL & WILMER L.L.P. SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN | PHOENIX AZ | 1,073 | $587.6M | $12.6M |
| 2 | HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER CA | 5,106 | $244.7M | $10.1M |
| 3 | ZAYO GROUP HOLDINGS, INC. ZAYO GROUP HOLDINGS, INC. 401(K) PLAN | BOULDER CO | 2,724 | $357.3M | $6.9M |
| 4 | ENTERPRISE FINANCIAL SERVICES CORP EFSC INCENTIVE SAVINGS PLAN | CLAYTON MO | 1,372 | $222.4M | $5.5M |
| 5 | ASPECT MANAGEMENT CORP. ASPECT MANAGEMENT CORP. 401(K) PLAN | DENVER CO | 54 | — | $4.8M |
| 6 | MITEK INC. MII RETIREMENT SAVINGS 401(K) PLAN | CHESTERFIELD MO | 1,975 | $348.8M | $4.6M |
| 7 | SUNNEN PRODUCTS COMPANY SUNNEN EMPLOYEES' RETIREMENT PLAN | ST. LOUIS MO | 350 | $95.4M | $4.2M |
| 8 | TECO-WESTINGHOUSE MOTOR COMPANY TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN | ROUND ROCK TX | 253 | $48.1M | $4.1M |
| 9 | MAGNERA CORPORATION MAGNERA CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 633 | $142.7M | $3.4M |
| 10 | G.M. JOHNSON COMPANIES, INC. G.M. JOHNSON COMPANIES, INC. 401(K) AND PROFIT SHARING PLAN | FULTON MO | 101 | $13.4M | $3.1M |
See all 50 plans holding Schwab IDX RET 2020
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