Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 136 retirement plans report an interest in this investment, totaling $367.8M 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 2060, Schwab Indexed RET Trust FD 2060, Schwab Indexed RET Trust Fund 2060, Schwab Indexed RET TR FD 2060, Schwab Indexed RET TR FD 2060 I, Schwab Indexed RET Trust 2060. 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 | $74.9M |
| 2 | COVINGTON & BURLING LLP COVINGTON PORTFOLIO PENSION PLAN | WASHINGTON DC | 283 | $187.0M | $30.4M |
| 3 | COVINGTON & BURLING LLP COVINGTON & BURLING RETIREMENT SAVINGS PLAN | WASHINGTON DC | 2,086 | $1.7B | $20.7M |
| 4 | TSVC, INC THE TERRACON 401(K) AND ESOP PLAN | OLATHE KS | 6,948 | $1.0B | $16.7M |
| 5 | ARCO BUSINESS SERVICES, INC. ARCO COMPANIES RETIREMENT PLAN | BRENTWOOD MO | 2,012 | $196.3M | $14.4M |
| 6 | BIOMARIN PHARMACEUTICAL INC. BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | NOVATO CA | 1,939 | $715.0M | $14.3M |
| 7 | WCG CLINICAL, INC. WCG 401(K) PLAN | PRINCETON NJ | 1,632 | $180.5M | $11.9M |
| 8 | ARCO BUSINESS SERVICES, INC. ARCO COMPANIES RETIREMENT PLAN | BRENTWOOD MO | 1,898 | $166.3M | $11.4M |
| 9 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $10.2M |
| 10 | TP ICAP AMERICAS HOLDINGS INC. TP ICAP 401(K) PLAN | NEW YORK NY | 1,323 | $598.8M | $7.4M |
