Schwab IDX RET 2065
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 40 retirement plans report an interest in this investment, totaling $13.4M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
40
Reported interest (EOY)
$13.4M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Schwab IDX RET 2065, Schwab IDX RET Trust 2065, Schwab IDX RET Trust 2065 I. Counts combine all variants of the same investment.
Plans holding Schwab IDX RET 2065ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | RUBINBROWN LLP RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST | ST LOUIS MO | 998 | $204.2M | $3.1M |
| 2 | MITEK INC. MII RETIREMENT SAVINGS 401(K) PLAN | CHESTERFIELD MO | 1,975 | $348.8M | $1.7M |
| 3 | BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL BUILDING SERVICE 32BJ SUPPLEMENTAL RETIREMENT SAVINGS PLAN | NEW YORK NY | 89,978 | $2.6B | $1.6M |
| 4 | MELALEUCA, INC. MELALEUCA, INC. 401(K) SAVINGS PLAN AND TRUST | IDAHO FALLS ID | 2,391 | $139.8M | $1.4M |
| 5 | DUKE MANUFACTURING COMPANY DUKE MANUFACTURING COMPANY RETIREMENT PLAN | ST. LOUIS MO | 689 | $54.0M | $994K |
| 6 | HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER CA | 5,106 | $244.7M | $809K |
| 7 | ENTERPRISE FINANCIAL SERVICES CORP EFSC INCENTIVE SAVINGS PLAN | CLAYTON MO | 1,372 | $222.4M | $791K |
| 8 | MARYVILLE CONSULTING GROUP, INC. MARYVILLE CONSULTING GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 103 | $21.2M | $540K |
| 9 | SPYRE THERAPEUTICS, INC. SPYRE THERAPEUTICS, INC. 401(K) PLAN | AUSTIN TX | 102 | — | $474K |
| 10 | MORENO BASEBALL COMPANIES, INC. ANGELS BASEBALL 401(K) RETIREMENT SAVINGS PLAN | PHOENIX AZ | 357 | $49.0M | $342K |
See all 40 plans holding Schwab IDX RET 2065
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