Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 127 retirement plans report an interest in this investment, totaling $488.0M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 42,968 | $7.7B | $118.9M |
| 2 | COVINGTON & BURLING LLP COVINGTON & BURLING RETIREMENT SAVINGS PLAN | WASHINGTON DC | 2,086 | $1.7B | $44.1M |
| 3 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $43.8M |
| 4 | LOCKE LORD LLP LOCKE LORD LLP RETIREMENT SAVINGS PLAN | DALLAS TX | 844 | $891.7M | $33.3M |
| 5 | TSVC, INC THE TERRACON 401(K) AND ESOP PLAN | OLATHE KS | 6,948 | $1.0B | $18.3M |
| 6 | SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 1,762 | $925.9M | $17.6M |
| 7 | DELTA DENTAL OF CALIFORNIA DELTA DENTAL OF CALIFORNIA 401(K) PLAN | SAN FRANCISCO CA | 3,253 | $723.2M | $13.8M |
| 8 | HAVERTY FURNITURE COMPANIES, INC. HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN | ATLANTA GA | 2,115 | $194.1M | $13.1M |
| 9 | BIOMARIN PHARMACEUTICAL INC. BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | NOVATO CA | 1,939 | $715.0M | $12.9M |
| 10 | THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN | DENVER CO | 1,368 | $446.9M | $9.0M |
