Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 49 retirement plans report an interest in this investment, totaling $70.7M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | 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 | MITEK INC. MII RETIREMENT SAVINGS 401(K) PLAN | CHESTERFIELD MO | 1,975 | $348.8M | $4.6M |
| 5 | SUNNEN PRODUCTS COMPANY SUNNEN EMPLOYEES' RETIREMENT PLAN | ST. LOUIS MO | 350 | $95.4M | $4.2M |
| 6 | ASPECT MANAGEMENT CORP. ASPECT MANAGEMENT CORP. 401(K) PLAN | DENVER CO | 54 | — | $4.2M |
| 7 | TECO-WESTINGHOUSE MOTOR COMPANY TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN | ROUND ROCK TX | 253 | $48.1M | $4.1M |
| 8 | MAGNERA CORPORATION MAGNERA CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 633 | $142.7M | $3.4M |
| 9 | G.M. JOHNSON COMPANIES, INC. G.M. JOHNSON COMPANIES, INC. 401(K) AND PROFIT SHARING PLAN | FULTON MO | 101 | $13.4M | $3.1M |
| 10 | RUBINBROWN LLP RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST | ST LOUIS MO | 998 | $204.2M | $2.8M |
