Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 55 retirement plans report an interest in this investment, totaling $26.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Schwab Managed RET TR Fund 2015, Schwab Managed RET Trust Fund 2015, Schwab Managed RET Trust FD 2015, Schwab Managed RET 2015 CL VI, Schwab Managed RET Trust 2015 CIT. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HDR, INC. HDR, INC. BEST PLAN AND ESOP | OMAHA NE | 12,137 | $7.7B | $5.2M |
| 2 | HATCH ASSOCIATES CONSULTANTS, INC. HATCH ASSOCIATES CONSULTANTS, INC. 401(K) PLAN FOR U.S. EMPLOYEES | PITTSBURGH PA | 1,003 | $258.5M | $3.0M |
| 3 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $2.7M |
| 4 | NOVO NORDISK INC. NOVO NORDISK INC. 401(K) SAVINGS PLAN | PLAINSBORO NJ | 8,783 | $2.5B | $2.6M |
| 5 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $1.8M |
| 6 | NOVO NORDISK INC NOVO NORDISK INC. MONEY PURCHASE PLAN | PLAINSBORO NJ | 6,059 | $1.2B | $1.6M |
| 7 | BALL HORTICULTURAL COMPANY BALL HORTICULTURAL COMPANY PROFIT SHARING RETIREMENT PLAN | WEST CHICAGO IL | 733 | $171.0M | $1.6M |
| 8 | TECOLOTE RESEARCH, INC. TECOLOTE RESEARCH, INC. MONEY PURCHASE PENSION PLAN | GOLETA CA | 632 | $209.9M | $1.4M |
| 9 | RITE-HITE HOLDING CORPORATION RITE-HITE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 2,381 | $493.8M | $884K |
| 10 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP RETIREMENT PLAN | BOSTON MA | 154 | $97.0M | $793K |
