Schwab Managed RET TR Fund 2025
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 65 retirement plans report an interest in this investment, totaling $163.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
65
Reported interest (EOY)
$163.6M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 6 name variants: Schwab Managed RET TR Fund 2025, Schwab Managed RET Trust Fund 2025, Schwab Managed RET Trust FD 2025, Schwab Managed RET 2025 CL VI, Schwab Managed RET 2025 CL IV, Schwab Managed RET Trust 2025 CIT. Counts combine all variants of the same investment.
Plans holding Schwab Managed RET TR Fund 2025ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HDR, INC. HDR, INC. BEST PLAN AND ESOP | OMAHA NE | 12,137 | $7.7B | $36.3M |
| 2 | HATCH ASSOCIATES CONSULTANTS, INC. HATCH ASSOCIATES CONSULTANTS, INC. 401(K) PLAN FOR U.S. EMPLOYEES | PITTSBURGH PA | 1,003 | $258.5M | $17.9M |
| 3 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $13.2M |
| 4 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $12.3M |
| 5 | RITE-HITE HOLDING CORPORATION RITE-HITE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 2,381 | $493.8M | $7.7M |
| 6 | NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON FL | 848 | $505.8M | $7.5M |
| 7 | BALL HORTICULTURAL COMPANY BALL HORTICULTURAL COMPANY PROFIT SHARING RETIREMENT PLAN | WEST CHICAGO IL | 733 | $171.0M | $6.8M |
| 8 | EXTREME NETWORKS, INC. EXTREME NETWORKS 401(K) PLAN | MORRISVILLE NC | 1,211 | $272.2M | $6.2M |
| 9 | PIERCE ATWOOD LLP PIERCE ATWOOD LLP 401(K) PLAN | PORTLAND ME | 260 | $138.1M | $5.9M |
| 10 | AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN | DOTHAN AL | 5,236 | $276.4M | $5.6M |
See all 65 plans holding Schwab Managed RET TR Fund 2025
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