Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 38 retirement plans report an interest in this investment, totaling $11.2M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | 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 | MELALEUCA, INC. MELALEUCA, INC. 401(K) SAVINGS PLAN AND TRUST | IDAHO FALLS ID | 2,391 | $139.8M | $1.4M |
| 4 | BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL BUILDING SERVICE 32BJ SUPPLEMENTAL RETIREMENT SAVINGS PLAN | NEW YORK NY | 89,128 | $2.3B | $1.0M |
| 5 | HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER CA | 5,106 | $244.7M | $809K |
| 6 | DUKE MANUFACTURING COMPANY DUKE MANUFACTURING COMPANY RETIREMENT PLAN | ST. LOUIS MO | 717 | $47.7M | $575K |
| 7 | MARYVILLE CONSULTING GROUP, INC. MARYVILLE CONSULTING GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 103 | $21.2M | $540K |
| 8 | MORENO BASEBALL COMPANIES, INC. ANGELS BASEBALL 401(K) RETIREMENT SAVINGS PLAN | PHOENIX AZ | 357 | $49.0M | $342K |
| 9 | CORDELL LAW, LLP CORDELL LAW, LLP 401(K) PLAN | CHESTERFIELD MO | 514 | $47.5M | $224K |
| 10 | DEXTER MAGNETIC HOLDINGS, LLC DEXTER MAGNETIC HOLDINGS, LLC 401(K) PLAN | ELK GROVE VILLAGE IL | 427 | $32.0M | $211K |
