Review tier — not indexed. This name didn’t meet the canonicalization threshold for a standalone indexed page, but the reverse lookup still works here and in advanced search.
Schwab Indexed RET Trust FD 2065
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 34 retirement plans report an interest in this investment, totaling $2.4M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
34
Reported interest (EOY)
$2.4M
Data source
DOL Form 5500 · Schedule D
Plans holding Schwab Indexed RET Trust FD 2065ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | JEFFERSON CITY MEDICAL GROUP, P.C. JEFFERSON CITY MEDICAL GROUP, P. C. PROFIT SHARING PLAN | JEFFERSON CITY MO | 531 | $113.1M | $861K |
| 2 | GRIMCO, INC. GRIMCO, INC. 401(K) AND PROFIT SHARING PLAN | SUNSET HILLS MO | 764 | $80.2M | $403K |
| 3 | PARIC CORPORATION PARIC CORPORATION 401(K) PLAN | ST. LOUIS MO | 220 | $39.8M | $223K |
| 4 | MONETA GROUP LLC MONETA GROUP SALARY SAVINGS PLAN | CLAYTON MO | 518 | $144.0M | $220K |
| 5 | ROESLEIN & ASSOCIATES, INC. ROESLEIN & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 774 | $158.0M | $196K |
| 6 | CNB ST. LOUIS BANK CNBSTL AND UBU 401(K) PLAN | ST. LOUIS MO | 171 | $20.8M | $142K |
| 7 | DIERBERGS MARKETS, INC. DIERBERGS MARKETS, INC. 401(K) PLAN | CHESTERFIELD MO | 297 | $74.5M | $65K |
| 8 | ORAL SURGERY PARTNERS MSO, LLC ORAL SURGERY PARTNERS MSO, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CHESTERFIELD MO | 980 | $50.3M | $53K |
| 9 | CURTIS-TOLEDO, INC. CURTIS-TOLEDO, INC. 401(K) PLAN | ST. LOUIS MO | 182 | $9.5M | $52K |
| 10 | ANNE LEWIS STRATEGIES, LLC MISSIONWIRED 401(K) PLAN | WASHINGTON DC | 279 | $23.5M | $49K |
See all 34 plans holding Schwab Indexed RET Trust FD 2065
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro