Schwab Managed RET TR Fund 2065
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $9.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
25
Reported interest (EOY)
$9.5M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Schwab Managed RET TR Fund 2065, Schwab Managed RET Trust Fund 2065, Schwab Managed RET 2065 CL VI. Counts combine all variants of the same investment.
Plans holding Schwab Managed RET TR Fund 2065ranked 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 | $2.8M |
| 2 | PGA TOUR, INC PGA TOUR EMPLOYEES SAVINGS PLAN | PONTE VEDRA BEACH FL | 2,909 | $290.8M | $2.4M |
| 3 | NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON FL | 848 | $505.8M | $2.0M |
| 4 | HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 1,414 | $361.8M | $926K |
| 5 | ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 401(K) PLAN | MILWAUKEE WI | 542 | $387.6M | $556K |
| 6 | RUBICON LLC RUBICON LLC SAVINGS PLAN FOR SALARIED EMPLOYEES | GEISMAR LA | 431 | $176.1M | $438K |
| 7 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES | BOSTON MA | 64 | $23.8M | $137K |
| 8 | BH SECURITY, LLC BH SECURITY, LLC 401(K) SAVINGS PLAN | FARMERS BRANCH TX | 1,273 | $57.5M | $83K |
| 9 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN | BOSTON MA | 197 | $117.9M | $49K |
| 10 | EASTERN RADIOLOGISTS, INC. EASTERN RADIOLOGISTS, INC. PROFIT SHARING PLAN AND TRUST | GREENVILLE NC | 216 | $132.5M | $48K |
See all 25 plans holding Schwab Managed RET TR Fund 2065
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