Form 5500 Search

Schwab Indexed RET TR Fund 2020

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 126 retirement plans report an interest in this investment, totaling $466.7M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
126
Reported interest (EOY)
$466.7M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 6 name variants: Schwab Indexed RET TR Fund 2020, Schwab Indexed RET Trust FD 2020, Schwab Indexed RET Trust Fund 2020, Schwab Indexed RET Trust 2020, Schwab Indexed RET TR FD 2020, Schwab Indexed RET TR FD 2020 I. Counts combine all variants of the same investment.

Plans holding Schwab Indexed RET TR Fund 2020ranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
LOUISVILLE
KY
42,968$7.7B$118.9M
2COVINGTON & BURLING LLP
COVINGTON & BURLING RETIREMENT SAVINGS PLAN
WASHINGTON
DC
2,086$1.7B$44.1M
3COOLEY LLP
COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN
SAN FRANCISCO
CA
2,641$1.3B$43.8M
4TSVC, INC
THE TERRACON 401(K) AND ESOP PLAN
OLATHE
KS
6,948$1.0B$18.3M
5SEYFARTH SHAW LLP
SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN
CHICAGO
IL
1,762$925.9M$17.6M
6DELTA DENTAL OF CALIFORNIA
DELTA DENTAL OF CALIFORNIA 401(K) PLAN
SAN FRANCISCO
CA
3,253$723.2M$13.8M
7HAVERTY FURNITURE COMPANIES, INC.
HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN
ATLANTA
GA
2,115$194.1M$13.1M
8BIOMARIN PHARMACEUTICAL INC.
BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN
NOVATO
CA
1,939$715.0M$12.9M
9NOVO NORDISK INC.
NOVO NORDISK INC. 401(K) SAVINGS PLAN
PLAINSBORO
NJ
9,852$2.9B$9.7M
10THE WESTERN UNION COMPANY
THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN
DENVER
CO
1,368$446.9M$9.0M
See all 126 plans holding Schwab Indexed RET TR Fund 2020
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Plans holding Schwab Indexed RET TR Fund 2020 — Form 5500