Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 131 retirement plans report an interest in this investment, totaling $535.9M 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 2055, Schwab Indexed RET Trust FD 2055, Schwab Indexed RET Trust Fund 2055, Schwab Indexed RET TR FD 2055 I, Schwab Indexed RET Trust 2055, Schwab Indexed RET TR FD 2055. 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 | $125.9M |
| 2 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $36.1M |
| 3 | TSVC, INC THE TERRACON 401(K) AND ESOP PLAN | OLATHE KS | 6,948 | $1.0B | $35.1M |
| 4 | COVINGTON & BURLING LLP COVINGTON PORTFOLIO PENSION PLAN | WASHINGTON DC | 283 | $187.0M | $31.3M |
| 5 | BIOMARIN PHARMACEUTICAL INC. BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | NOVATO CA | 1,939 | $715.0M | $25.1M |
| 6 | THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN | DENVER CO | 1,368 | $446.9M | $17.5M |
| 7 | DELTA DENTAL OF CALIFORNIA DELTA DENTAL OF CALIFORNIA 401(K) PLAN | SAN FRANCISCO CA | 3,253 | $723.2M | $17.3M |
| 8 | HUMANA INC. CENTERWELL HOME HEALTH 401(K) SAVINGS PLAN | LOUISVILLE KY | 14,007 | $366.8M | $16.9M |
| 9 | DIAMONDBACK E & P LLC DIAMONDBACK E & P LLC 401(K) PLAN | OKLAHOMA CITY OK | 1,028 | $250.7M | $12.9M |
| 10 | WCG CLINICAL, INC. WCG 401(K) PLAN | PRINCETON NJ | 1,632 | $180.5M | $12.8M |
