Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 83 retirement plans report an interest in this investment, totaling $225.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Schwab Managed RET TR Fund 2020, Schwab Managed RET Trust Fund 2020, Schwab Managed RET Trust FD 2020, Schwab Managed RET 2020 CL VI, Schwab Managed RET 2020 CL IV, Schwab Managed RET Trust 2020 CIT. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $23.6M |
| 2 | HDR, INC. HDR, INC. BEST PLAN AND ESOP | OMAHA NE | 12,137 | $7.7B | $19.4M |
| 3 | CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON TX | 3,947 | $1.1B | $14.5M |
| 4 | FIRMENICH INCORPORATED FIRMENICH RETIREMENT SAVINGS PLAN | PLAINSBORO NJ | 1,632 | $514.5M | $10.5M |
| 5 | AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN | DOTHAN AL | 5,236 | $276.4M | $10.2M |
| 6 | NOVO NORDISK INC. NOVO NORDISK INC. 401(K) SAVINGS PLAN | PLAINSBORO NJ | 8,783 | $2.5B | $10.0M |
| 7 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $9.7M |
| 8 | HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 1,414 | $361.8M | $9.1M |
| 9 | NOVO NORDISK INC NOVO NORDISK INC. MONEY PURCHASE PLAN | PLAINSBORO NJ | 6,059 | $1.2B | $8.9M |
| 10 | BENJAMIN MOORE & CO. BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,799 | $403.5M | $8.2M |
