Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 76 retirement plans report an interest in this investment, totaling $58.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Schwab Indexed RET Trust FD 2065, Schwab Indexed RET TR Fund 2065, Schwab Indexed RET Trust Fund 2065, Schwab Indexed RET TR FD 2065, Schwab Indexed RET TR FD 2065 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 | $26.6M |
| 2 | COVINGTON & BURLING LLP COVINGTON PORTFOLIO PENSION PLAN | WASHINGTON DC | 283 | $187.0M | $8.3M |
| 3 | BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM AL | 1,172 | $694.3M | $3.0M |
| 4 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $2.3M |
| 5 | THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN | DENVER CO | 1,368 | $446.9M | $2.2M |
| 6 | HUMANA INC. CENTERWELL HOME HEALTH 401(K) SAVINGS PLAN | LOUISVILLE KY | 14,007 | $366.8M | $1.9M |
| 7 | BIOMARIN PHARMACEUTICAL INC. BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | NOVATO CA | 1,939 | $715.0M | $1.9M |
| 8 | KARSTEN MANUFACTURING CORPORATION KARSTEN MANUFACTURING CORPORATION AND SUBSIDIARIES 401(K) PLAN | PHOENIX AZ | 1,109 | $291.6M | $1.1M |
| 9 | ARCO BUSINESS SERVICES, INC. ARCO COMPANIES RETIREMENT PLAN | BRENTWOOD MO | 2,012 | $196.3M | $1.1M |
| 10 | JEFFERSON CITY MEDICAL GROUP, P.C. JEFFERSON CITY MEDICAL GROUP, P. C. PROFIT SHARING PLAN | JEFFERSON CITY MO | 531 | $113.1M | $861K |
