Schwab IDX RET 2040
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 53 retirement plans report an interest in this investment, totaling $235.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
53
Reported interest (EOY)
$235.6M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Schwab IDX RET 2040, Schwab IDX RET Trust 2040 I, Schwab IDX RET Trust 2040. Counts combine all variants of the same investment.
Plans holding Schwab IDX RET 2040ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ZAYO GROUP HOLDINGS, INC. ZAYO GROUP HOLDINGS, INC. 401(K) PLAN | BOULDER CO | 2,724 | $357.3M | $44.8M |
| 2 | MITEK INC. MII RETIREMENT SAVINGS 401(K) PLAN | CHESTERFIELD MO | 1,975 | $348.8M | $23.0M |
| 3 | SNELL & WILMER L.L.P. SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN | PHOENIX AZ | 1,073 | $587.6M | $22.3M |
| 4 | HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER CA | 5,106 | $244.7M | $21.3M |
| 5 | ENTERPRISE FINANCIAL SERVICES CORP EFSC INCENTIVE SAVINGS PLAN | CLAYTON MO | 1,372 | $222.4M | $19.2M |
| 6 | MELALEUCA, INC. MELALEUCA, INC. 401(K) SAVINGS PLAN AND TRUST | IDAHO FALLS ID | 2,391 | $139.8M | $13.5M |
| 7 | RUBINBROWN LLP RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST | ST LOUIS MO | 998 | $204.2M | $11.8M |
| 8 | NORRIS ELECTRIC COOPERATIVE NORRIS ELECTRIC COOPERATIVE 401(K) PLAN | NEWTON IL | 52 | — | $9.6M |
| 9 | SIMPSON HOUSING LLLP SIMPSON HOUSING 401(K) RETIREMENT PLAN | DENVER CO | 632 | $72.7M | $8.2M |
| 10 | MAGNERA CORPORATION MAGNERA CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 633 | $142.7M | $6.5M |
See all 53 plans holding Schwab IDX RET 2040
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