Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 78 retirement plans report an interest in this investment, totaling $226.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Schwab Managed RET TR Fund 2060, Schwab Managed RET Trust Fund 2060, Schwab Managed RET Trust FD 2060, Schwab Managed RET 2060 CL VI, Schwab Managed RET 2060 CL IV, Schwab Managed RET TR FD 2060, Schwab Managed RET Trust 2060 CIT. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $35.0M |
| 2 | CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON TX | 3,947 | $1.1B | $30.0M |
| 3 | HDR, INC. HDR, INC. BEST PLAN AND ESOP | OMAHA NE | 12,137 | $7.7B | $25.1M |
| 4 | NOVO NORDISK INC. NOVO NORDISK INC. 401(K) SAVINGS PLAN | PLAINSBORO NJ | 8,783 | $2.5B | $15.5M |
| 5 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $14.6M |
| 6 | FIRMENICH INCORPORATED FIRMENICH RETIREMENT SAVINGS PLAN | PLAINSBORO NJ | 1,632 | $514.5M | $11.1M |
| 7 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $10.4M |
| 8 | RITE-HITE HOLDING CORPORATION RITE-HITE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 2,381 | $493.8M | $9.4M |
| 9 | BENJAMIN MOORE & CO. BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,799 | $403.5M | $7.8M |
| 10 | NOVO NORDISK INC NOVO NORDISK INC. MONEY PURCHASE PLAN | PLAINSBORO NJ | 6,059 | $1.2B | $7.4M |
