Schwab Managed RET TR Fund 2035
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 66 retirement plans report an interest in this investment, totaling $220.2M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
66
Reported interest (EOY)
$220.2M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 6 name variants: Schwab Managed RET TR Fund 2035, Schwab Managed RET Trust Fund 2035, Schwab Managed RET Trust FD 2035, Schwab Managed RET 2035 CL VI, Schwab Managed RET 2035 CL IV, Schwab Managed RET Trust 2035 CIT. Counts combine all variants of the same investment.
Plans holding Schwab Managed RET TR Fund 2035ranked 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 | $47.7M |
| 2 | RITE-HITE HOLDING CORPORATION RITE-HITE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 2,381 | $493.8M | $22.6M |
| 3 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $18.2M |
| 4 | HATCH ASSOCIATES CONSULTANTS, INC. HATCH ASSOCIATES CONSULTANTS, INC. 401(K) PLAN FOR U.S. EMPLOYEES | PITTSBURGH PA | 1,003 | $258.5M | $12.1M |
| 5 | BENJAMIN MOORE & CO. BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,715 | $438.3M | $10.8M |
| 6 | EXTREME NETWORKS, INC. EXTREME NETWORKS 401(K) PLAN | MORRISVILLE NC | 1,211 | $272.2M | $10.1M |
| 7 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $10.1M |
| 8 | NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON FL | 848 | $505.8M | $9.1M |
| 9 | HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 1,414 | $361.8M | $7.2M |
| 10 | AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN | DOTHAN AL | 5,236 | $276.4M | $7.0M |
See all 66 plans holding Schwab Managed RET TR Fund 2035
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