Schwab Managed RET TR Fund 2030
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 84 retirement plans report an interest in this investment, totaling $717.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
84
Reported interest (EOY)
$717.7M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 6 name variants: Schwab Managed RET TR Fund 2030, Schwab Managed RET Trust Fund 2030, Schwab Managed RET Trust FD 2030, Schwab Managed RET 2030 CL VI, Schwab Managed RET 2030 CL IV, Schwab Managed RET Trust 2030 CIT. Counts combine all variants of the same investment.
Plans holding Schwab Managed RET TR Fund 2030ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON TX | 3,947 | $1.1B | $96.5M |
| 2 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $66.5M |
| 3 | FIRMENICH INCORPORATED FIRMENICH RETIREMENT SAVINGS PLAN | PLAINSBORO NJ | 1,632 | $514.5M | $51.4M |
| 4 | HDR, INC. HDR, INC. BEST PLAN AND ESOP | OMAHA NE | 12,137 | $7.7B | $45.4M |
| 5 | BENJAMIN MOORE & CO. BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,715 | $438.3M | $30.6M |
| 6 | AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN | DOTHAN AL | 5,236 | $276.4M | $28.0M |
| 7 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $27.9M |
| 8 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $27.2M |
| 9 | RITE-HITE HOLDING CORPORATION RITE-HITE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 2,381 | $493.8M | $26.3M |
| 10 | NATIXIS NORTH AMERICA LLC THE NATIXIS US GROUP 401(K) PLAN | NEW YORK NY | 849 | $470.6M | $26.1M |
See all 84 plans holding Schwab Managed RET TR Fund 2030
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