Schwab Managed RET TR Fund 2040
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 85 retirement plans report an interest in this investment, totaling $822.1M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
85
Reported interest (EOY)
$822.1M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 7 name variants: Schwab Managed RET TR Fund 2040, Schwab Managed RET Trust Fund 2040, Schwab Managed RET Trust FD 2040, Schwab Managed RET 2040 CL VI, Schwab Managed RET Trust 2040 CIT, Schwab Managed RET 2040 CL IV, Schwab Managed RET TR 2040. Counts combine all variants of the same investment.
Plans holding Schwab Managed RET TR Fund 2040ranked 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 | $153.7M |
| 2 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $113.8M |
| 3 | FIRMENICH INCORPORATED FIRMENICH RETIREMENT SAVINGS PLAN | PLAINSBORO NJ | 1,632 | $514.5M | $78.3M |
| 4 | HDR, INC. HDR, INC. BEST PLAN AND ESOP | OMAHA NE | 12,137 | $7.7B | $45.8M |
| 5 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $43.4M |
| 6 | BENJAMIN MOORE & CO. BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,715 | $438.3M | $30.0M |
| 7 | NATIXIS NORTH AMERICA LLC THE NATIXIS US GROUP 401(K) PLAN | NEW YORK NY | 849 | $470.6M | $26.6M |
| 8 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $26.2M |
| 9 | HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 1,414 | $361.8M | $24.5M |
| 10 | AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN | DOTHAN AL | 5,236 | $276.4M | $21.2M |
See all 85 plans holding Schwab Managed RET TR Fund 2040
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