Schwab Managed RET TR Fund 2050
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 82 retirement plans report an interest in this investment, totaling $708.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
82
Reported interest (EOY)
$708.5M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 7 name variants: Schwab Managed RET TR Fund 2050, Schwab Managed RET Trust Fund 2050, Schwab Managed RET Trust FD 2050, Schwab Managed RET 2050 CL VI, Schwab Managed RET TR 2050, Schwab Managed RET 2050 CL IV, Schwab Managed RET Trust 2050 CIT. Counts combine all variants of the same investment.
Plans holding Schwab Managed RET TR Fund 2050ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $150.9M |
| 2 | CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON TX | 3,947 | $1.1B | $120.6M |
| 3 | HDR, INC. HDR, INC. BEST PLAN AND ESOP | OMAHA NE | 12,137 | $7.7B | $61.7M |
| 4 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $48.7M |
| 5 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $32.0M |
| 6 | HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 1,414 | $361.8M | $30.6M |
| 7 | PGA TOUR, INC PGA TOUR EMPLOYEES SAVINGS PLAN | PONTE VEDRA BEACH FL | 2,909 | $290.8M | $30.5M |
| 8 | FIRMENICH INCORPORATED FIRMENICH RETIREMENT SAVINGS PLAN | PLAINSBORO NJ | 1,632 | $514.5M | $26.7M |
| 9 | RITE-HITE HOLDING CORPORATION RITE-HITE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 2,381 | $493.8M | $21.0M |
| 10 | NATIXIS NORTH AMERICA LLC THE NATIXIS US GROUP 401(K) PLAN | NEW YORK NY | 849 | $470.6M | $20.9M |
See all 82 plans holding Schwab Managed RET TR Fund 2050
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