Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 64 retirement plans report an interest in this investment, totaling $330.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Schwab Managed RET TR Fund 2045, Schwab Managed RET Trust Fund 2045, Schwab Managed RET Trust FD 2045, Schwab Managed RET 2045 CL VI, Schwab Managed RET Trust 2045 CIT. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NOVO NORDISK INC. NOVO NORDISK INC. 401(K) SAVINGS PLAN | PLAINSBORO NJ | 8,783 | $2.5B | $71.5M |
| 2 | NOVO NORDISK INC NOVO NORDISK INC. MONEY PURCHASE PLAN | PLAINSBORO NJ | 6,059 | $1.2B | $57.2M |
| 3 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $40.2M |
| 4 | HDR, INC. HDR, INC. BEST PLAN AND ESOP | OMAHA NE | 12,137 | $7.7B | $39.6M |
| 5 | RITE-HITE HOLDING CORPORATION RITE-HITE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 2,381 | $493.8M | $15.8M |
| 6 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $9.2M |
| 7 | HATCH ASSOCIATES CONSULTANTS, INC. HATCH ASSOCIATES CONSULTANTS, INC. 401(K) PLAN FOR U.S. EMPLOYEES | PITTSBURGH PA | 1,003 | $258.5M | $8.8M |
| 8 | ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 401(K) PLAN | MILWAUKEE WI | 542 | $387.6M | $6.7M |
| 9 | PGA TOUR, INC PGA TOUR EMPLOYEES SAVINGS PLAN | PONTE VEDRA BEACH FL | 2,909 | $290.8M | $6.4M |
| 10 | PIERCE ATWOOD LLP PIERCE ATWOOD LLP 401(K) PLAN | PORTLAND ME | 260 | $138.1M | $6.0M |
