Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 123 retirement plans report an interest in this investment, totaling $491.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Schwab Indexed RET TR Fund 2025, Schwab Indexed RET Trust FD 2025, Schwab Indexed RET Trust Fund 2025, Schwab Indexed RET Trust 2025, Schwab Indexed RET TR FD 2025 I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $65.1M |
| 2 | LOCKE LORD LLP LOCKE LORD LLP RETIREMENT SAVINGS PLAN | DALLAS TX | 844 | $891.7M | $59.7M |
| 3 | HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 42,968 | $7.7B | $41.6M |
| 4 | TSVC, INC THE TERRACON 401(K) AND ESOP PLAN | OLATHE KS | 6,948 | $1.0B | $35.5M |
| 5 | SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 1,762 | $925.9M | $30.3M |
| 6 | DELTA DENTAL OF CALIFORNIA DELTA DENTAL OF CALIFORNIA 401(K) PLAN | SAN FRANCISCO CA | 3,253 | $723.2M | $27.6M |
| 7 | HUMANA INC. CENTERWELL HOME HEALTH 401(K) SAVINGS PLAN | LOUISVILLE KY | 14,007 | $366.8M | $19.7M |
| 8 | DELTA DENTAL OF PENNSYLVANIA DELTA DENTAL OF PENNSYLVANIA 401(K) RETIREMENT PLAN | CAMP HILL PA | 755 | $178.7M | $9.8M |
| 9 | REDSTONE FEDERAL CREDIT UNION REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST | HUNTSVILLE AL | 1,353 | $161.1M | $9.1M |
| 10 | TP ICAP AMERICAS HOLDINGS INC. TP ICAP 401(K) PLAN | NEW YORK NY | 1,323 | $598.8M | $8.4M |
