Schwab IDX RET 2030
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 54 retirement plans report an interest in this investment, totaling $277.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
54
Reported interest (EOY)
$277.6M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Schwab IDX RET 2030, Schwab IDX RET Trust 2030 I, Schwab IDX RET Trust 2030. Counts combine all variants of the same investment.
Plans holding Schwab IDX RET 2030ranked 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 | $46.3M |
| 2 | ZAYO GROUP HOLDINGS, INC. ZAYO GROUP HOLDINGS, INC. 401(K) PLAN | BOULDER CO | 2,724 | $357.3M | $37.8M |
| 3 | HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER CA | 5,106 | $244.7M | $33.9M |
| 4 | MITEK INC. MII RETIREMENT SAVINGS 401(K) PLAN | CHESTERFIELD MO | 1,975 | $348.8M | $25.9M |
| 5 | ENTERPRISE FINANCIAL SERVICES CORP EFSC INCENTIVE SAVINGS PLAN | CLAYTON MO | 1,372 | $222.4M | $16.6M |
| 6 | MAGNERA CORPORATION MAGNERA CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 633 | $142.7M | $14.3M |
| 7 | SUNNEN PRODUCTS COMPANY SUNNEN EMPLOYEES' RETIREMENT PLAN | ST. LOUIS MO | 350 | $95.4M | $10.6M |
| 8 | RUBINBROWN LLP RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST | ST LOUIS MO | 998 | $204.2M | $10.4M |
| 9 | MELALEUCA, INC. MELALEUCA, INC. 401(K) SAVINGS PLAN AND TRUST | IDAHO FALLS ID | 2,391 | $139.8M | $10.3M |
| 10 | MCCORMACK BARON SALAZAR, INC. MCCORMACK BARON 401(K) PLAN | ST. LOUIS MO | 783 | $32.5M | $8.8M |
See all 54 plans holding Schwab IDX RET 2030
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