Form 5500 Search

Schwab Managed RET TR Fund 2055

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 63 retirement plans report an interest in this investment, totaling $167.5M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
63
Reported interest (EOY)
$167.5M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 6 name variants: Schwab Managed RET TR Fund 2055, Schwab Managed RET Trust Fund 2055, Schwab Managed RET Trust FD 2055, Schwab Managed RET 2055 CL VI, Schwab Managed RET Trust 2055 CIT, Schwab Managed RET 2055 CL IV. Counts combine all variants of the same investment.

Plans holding Schwab Managed RET TR Fund 2055ranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1EOG RESOURCES, INC.
EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN
HOUSTON
TX
3,003$1.3B$38.8M
2HDR, INC.
HDR, INC. BEST PLAN AND ESOP
OMAHA
NE
12,137$7.7B$30.7M
3RITE-HITE HOLDING CORPORATION
RITE-HITE RETIREMENT SAVINGS PLAN
MILWAUKEE
WI
2,381$493.8M$14.1M
4HATCH ASSOCIATES CONSULTANTS, INC.
HATCH ASSOCIATES CONSULTANTS, INC. 401(K) PLAN FOR U.S. EMPLOYEES
PITTSBURGH
PA
1,003$258.5M$9.2M
5MOTT MACDONALD GROUP, INC.
MOTT MACDONALD 401(K) PLAN
ISELIN
NJ
2,185$489.4M$8.4M
6PGA TOUR, INC
PGA TOUR EMPLOYEES SAVINGS PLAN
PONTE VEDRA BEACH
FL
2,909$290.8M$7.3M
7BKF ENGINEERS
BKF ENGINEERS 401(K) PROFIT SHARING PLAN
REDWOOD CITY
CA
405$149.8M$6.7M
8HOK GROUP, INC.
HOK GROUP, INC. 401(K) PROFIT SHARING PLAN
ST. LOUIS
MO
1,414$361.8M$6.5M
9BENJAMIN MOORE & CO.
BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN
MONTVALE
NJ
1,715$438.3M$6.2M
10NCCI HOLDINGS, INC.
NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN
BOCA RATON
FL
848$505.8M$5.3M
See all 63 plans holding Schwab Managed RET TR Fund 2055
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