Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 140 retirement plans report an interest in this investment, totaling $2.0B 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 2040, Schwab Indexed RET Trust FD 2040, Schwab Indexed RET Trust Fund 2040, Schwab Indexed RET TR FD 2040, Schwab Indexed RET Trust 2040, Schwab Indexed RET TR FD 2040 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 | $860.7M |
| 2 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $94.6M |
| 3 | COVINGTON & BURLING LLP COVINGTON & BURLING RETIREMENT SAVINGS PLAN | WASHINGTON DC | 2,086 | $1.7B | $83.1M |
| 4 | BIOMARIN PHARMACEUTICAL INC. BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | NOVATO CA | 1,939 | $715.0M | $74.5M |
| 5 | TSVC, INC THE TERRACON 401(K) AND ESOP PLAN | OLATHE KS | 6,948 | $1.0B | $67.2M |
| 6 | DELTA DENTAL OF CALIFORNIA DELTA DENTAL OF CALIFORNIA 401(K) PLAN | SAN FRANCISCO CA | 3,253 | $723.2M | $47.9M |
| 7 | HUMANA INC. CENTERWELL HOME HEALTH 401(K) SAVINGS PLAN | LOUISVILLE KY | 14,007 | $366.8M | $44.1M |
| 8 | SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 1,762 | $925.9M | $43.0M |
| 9 | THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN | DENVER CO | 1,368 | $446.9M | $43.0M |
| 10 | LOCKE LORD LLP LOCKE LORD LLP RETIREMENT SAVINGS PLAN | DALLAS TX | 844 | $891.7M | $36.7M |
