Schwab IDX RET 2050
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 $160.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
54
Reported interest (EOY)
$160.5M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Schwab IDX RET 2050, Schwab IDX RET Trust 2050 I, Schwab IDX RET Trust 2050. Counts combine all variants of the same investment.
Plans holding Schwab IDX RET 2050ranked 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 | $22.3M |
| 2 | MITEK INC. MII RETIREMENT SAVINGS 401(K) PLAN | CHESTERFIELD MO | 1,975 | $348.8M | $20.2M |
| 3 | HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER CA | 5,106 | $244.7M | $17.2M |
| 4 | ENTERPRISE FINANCIAL SERVICES CORP EFSC INCENTIVE SAVINGS PLAN | CLAYTON MO | 1,372 | $222.4M | $13.6M |
| 5 | RUBINBROWN LLP RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST | ST LOUIS MO | 998 | $204.2M | $12.4M |
| 6 | MELALEUCA, INC. MELALEUCA, INC. 401(K) SAVINGS PLAN AND TRUST | IDAHO FALLS ID | 2,391 | $139.8M | $11.9M |
| 7 | SIMPSON HOUSING LLLP SIMPSON HOUSING 401(K) RETIREMENT PLAN | DENVER CO | 632 | $72.7M | $9.9M |
| 8 | SNELL & WILMER L.L.P. SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN | PHOENIX AZ | 1,073 | $587.6M | $9.4M |
| 9 | CORDELL LAW, LLP CORDELL LAW, LLP 401(K) PLAN | CHESTERFIELD MO | 514 | $47.5M | $5.1M |
| 10 | MAGNERA CORPORATION MAGNERA CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 633 | $142.7M | $3.3M |
See all 54 plans holding Schwab IDX RET 2050
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