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 $215.6M 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 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.
| # | 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 | NOVO NORDISK INC. NOVO NORDISK INC. 401(K) SAVINGS PLAN | PLAINSBORO NJ | 8,783 | $2.5B | $29.0M |
| 3 | NOVO NORDISK INC NOVO NORDISK INC. MONEY PURCHASE PLAN | PLAINSBORO NJ | 6,059 | $1.2B | $21.1M |
| 4 | HATCH ASSOCIATES CONSULTANTS, INC. HATCH ASSOCIATES CONSULTANTS, INC. 401(K) PLAN FOR U.S. EMPLOYEES | PITTSBURGH PA | 1,003 | $258.5M | $17.9M |
| 5 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $13.2M |
| 6 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $12.3M |
| 7 | RITE-HITE HOLDING CORPORATION RITE-HITE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 2,381 | $493.8M | $7.7M |
| 8 | NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON FL | 848 | $505.8M | $7.5M |
| 9 | BALL HORTICULTURAL COMPANY BALL HORTICULTURAL COMPANY PROFIT SHARING RETIREMENT PLAN | WEST CHICAGO IL | 733 | $171.0M | $6.8M |
| 10 | EXTREME NETWORKS, INC. EXTREME NETWORKS 401(K) PLAN | MORRISVILLE NC | 1,211 | $272.2M | $6.2M |
