Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 78 retirement plans report an interest in this investment, totaling $36.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Schwab Managed RET TR Fund 2010, Schwab Managed RET Trust Fund 2010, Schwab Managed RET Trust FD 2010, Schwab Managed RET 2010 CL VI, Schwab Managed RET Trust 2010 CIT, Schwab Managed RET TR FD 2010, Schwab Managed RET 2010 CL IV. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HATCH ASSOCIATES CONSULTANTS, INC. HATCH ASSOCIATES CONSULTANTS, INC. 401(K) PLAN FOR U.S. EMPLOYEES | PITTSBURGH PA | 1,003 | $258.5M | $3.6M |
| 2 | NOVO NORDISK INC. NOVO NORDISK INC. 401(K) SAVINGS PLAN | PLAINSBORO NJ | 8,783 | $2.5B | $3.2M |
| 3 | CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON TX | 3,947 | $1.1B | $3.0M |
| 4 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $2.7M |
| 5 | BENJAMIN MOORE & CO. BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,799 | $403.5M | $2.3M |
| 6 | HDR, INC. HDR, INC. BEST PLAN AND ESOP | OMAHA NE | 12,137 | $7.7B | $2.1M |
| 7 | NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON FL | 848 | $505.8M | $2.0M |
| 8 | AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN | DOTHAN AL | 5,236 | $276.4M | $1.8M |
| 9 | EAGLEPICHER TECHNOLOGIES, LLC EAGLEPICHER RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 753 | $83.7M | $1.3M |
| 10 | TECOLOTE RESEARCH, INC. TECOLOTE RESEARCH, INC. MONEY PURCHASE PENSION PLAN | GOLETA CA | 632 | $209.9M | $1.2M |
