Schwab IDX RET 2060
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 52 retirement plans report an interest in this investment, totaling $69.1M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
52
Reported interest (EOY)
$69.1M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Schwab IDX RET 2060, Schwab IDX RET Trust 2060 I, Schwab IDX RET Trust 2060. Counts combine all variants of the same investment.
Plans holding Schwab IDX RET 2060ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MITEK INC. MII RETIREMENT SAVINGS 401(K) PLAN | CHESTERFIELD MO | 1,975 | $348.8M | $12.0M |
| 2 | ZAYO GROUP HOLDINGS, INC. ZAYO GROUP HOLDINGS, INC. 401(K) PLAN | BOULDER CO | 2,724 | $357.3M | $11.6M |
| 3 | RUBINBROWN LLP RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST | ST LOUIS MO | 998 | $204.2M | $4.9M |
| 4 | MELALEUCA, INC. MELALEUCA, INC. 401(K) SAVINGS PLAN AND TRUST | IDAHO FALLS ID | 2,391 | $139.8M | $4.3M |
| 5 | ENTERPRISE FINANCIAL SERVICES CORP EFSC INCENTIVE SAVINGS PLAN | CLAYTON MO | 1,372 | $222.4M | $3.8M |
| 6 | HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER CA | 5,106 | $244.7M | $3.7M |
| 7 | SIMPSON HOUSING LLLP SIMPSON HOUSING 401(K) RETIREMENT PLAN | DENVER CO | 632 | $72.7M | $3.5M |
| 8 | SNELL & WILMER L.L.P. SNELL & WILMER PROFIT SHARING AND SAVINGS PLAN | PHOENIX AZ | 1,073 | $587.6M | $3.1M |
| 9 | MAGNERA CORPORATION MAGNERA CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 633 | $142.7M | $2.4M |
| 10 | CORDELL LAW, LLP CORDELL LAW, LLP 401(K) PLAN | CHESTERFIELD MO | 514 | $47.5M | $2.4M |
See all 52 plans holding Schwab IDX RET 2060
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