Schwab IDX RET 2045
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 51 retirement plans report an interest in this investment, totaling $164.1M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
51
Reported interest (EOY)
$164.1M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Schwab IDX RET 2045, Schwab IDX RET Trust 2045 I, Schwab IDX RET Trust 2045. Counts combine all variants of the same investment.
Plans holding Schwab IDX RET 2045ranked 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 | $28.3M |
| 2 | SNELL & WILMER L.L.P. SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN | PHOENIX AZ | 1,073 | $587.6M | $18.4M |
| 3 | HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER CA | 5,106 | $244.7M | $15.6M |
| 4 | MELALEUCA, INC. MELALEUCA, INC. 401(K) SAVINGS PLAN AND TRUST | IDAHO FALLS ID | 2,391 | $139.8M | $15.0M |
| 5 | ENTERPRISE FINANCIAL SERVICES CORP EFSC INCENTIVE SAVINGS PLAN | CLAYTON MO | 1,372 | $222.4M | $11.3M |
| 6 | RUBINBROWN LLP RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST | ST LOUIS MO | 998 | $204.2M | $11.1M |
| 7 | CORDELL LAW, LLP CORDELL LAW, LLP 401(K) PLAN | CHESTERFIELD MO | 514 | $47.5M | $8.9M |
| 8 | MITEK INC. MII RETIREMENT SAVINGS 401(K) PLAN | CHESTERFIELD MO | 1,975 | $348.8M | $7.0M |
| 9 | MAGNERA CORPORATION MAGNERA CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 633 | $142.7M | $4.6M |
| 10 | MORENO BASEBALL COMPANIES, INC. ANGELS BASEBALL 401(K) RETIREMENT SAVINGS PLAN | PHOENIX AZ | 357 | $49.0M | $3.2M |
See all 51 plans holding Schwab IDX RET 2045
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