Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 130 retirement plans report an interest in this investment, totaling $807.4M 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 2045, Schwab Indexed RET Trust FD 2045, Schwab Indexed RET Trust Fund 2045, Schwab Indexed RET Trust 2045, Schwab Indexed RET TR FD 2045 I, Schwab Indexed RET TR FD 2045. 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 | $137.3M |
| 2 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $66.3M |
| 3 | DELTA DENTAL OF CALIFORNIA DELTA DENTAL OF CALIFORNIA 401(K) PLAN | SAN FRANCISCO CA | 3,253 | $723.2M | $45.9M |
| 4 | HUMANA INC. CENTERWELL HOME HEALTH 401(K) SAVINGS PLAN | LOUISVILLE KY | 14,007 | $366.8M | $45.7M |
| 5 | TSVC, INC THE TERRACON 401(K) AND ESOP PLAN | OLATHE KS | 6,948 | $1.0B | $32.3M |
| 6 | SEYFARTH SHAW LLP SEYFARTH SHAW LLP 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 1,762 | $925.9M | $31.0M |
| 7 | TP ICAP AMERICAS HOLDINGS INC. TP ICAP 401(K) PLAN | NEW YORK NY | 1,323 | $598.8M | $24.9M |
| 8 | BIOMARIN PHARMACEUTICAL INC. BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | NOVATO CA | 1,939 | $715.0M | $24.9M |
| 9 | BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM AL | 1,172 | $694.3M | $23.2M |
| 10 | WCG CLINICAL, INC. WCG 401(K) PLAN | PRINCETON NJ | 1,632 | $180.5M | $23.2M |
