Form 5500 Search

Schwab Managed RET TR Fund 2020

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 82 retirement plans report an interest in this investment, totaling $197.5M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
82
Reported interest (EOY)
$197.5M
Data source
DOL Form 5500 · Schedule D

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.

Plans holding Schwab Managed RET TR Fund 2020ranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1EOG RESOURCES, INC.
EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN
HOUSTON
TX
3,003$1.3B$23.6M
2HDR, INC.
HDR, INC. BEST PLAN AND ESOP
OMAHA
NE
12,137$7.7B$19.4M
3CROWN CASTLE INC.
CROWN CASTLE INC. 401(K) PLAN
HOUSTON
TX
3,947$1.1B$14.5M
4FIRMENICH INCORPORATED
FIRMENICH RETIREMENT SAVINGS PLAN
PLAINSBORO
NJ
1,632$514.5M$10.5M
5AAA COOPER TRANSPORTATION
AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN
DOTHAN
AL
5,236$276.4M$10.2M
6MOTT MACDONALD GROUP, INC.
MOTT MACDONALD 401(K) PLAN
ISELIN
NJ
2,185$489.4M$9.7M
7HOK GROUP, INC.
HOK GROUP, INC. 401(K) PROFIT SHARING PLAN
ST. LOUIS
MO
1,414$361.8M$9.1M
8HATCH ASSOCIATES CONSULTANTS, INC.
HATCH ASSOCIATES CONSULTANTS, INC. 401(K) PLAN FOR U.S. EMPLOYEES
PITTSBURGH
PA
1,003$258.5M$7.7M
9NCCI HOLDINGS, INC.
NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN
BOCA RATON
FL
848$505.8M$7.1M
10BENJAMIN MOORE & CO.
BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN
MONTVALE
NJ
1,715$438.3M$7.0M
See all 82 plans holding Schwab Managed RET TR Fund 2020
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