Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $21.1M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | 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 | $8.8M |
| 2 | NOVO NORDISK INC NOVO NORDISK INC. MONEY PURCHASE PLAN | PLAINSBORO NJ | 6,059 | $1.2B | $2.9M |
| 3 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $2.8M |
| 4 | PGA TOUR, INC PGA TOUR EMPLOYEES SAVINGS PLAN | PONTE VEDRA BEACH FL | 2,909 | $290.8M | $2.4M |
| 5 | NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON FL | 848 | $505.8M | $2.0M |
| 6 | HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 1,414 | $361.8M | $926K |
| 7 | ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 401(K) PLAN | MILWAUKEE WI | 542 | $387.6M | $556K |
| 8 | RUBICON LLC RUBICON LLC SAVINGS PLAN FOR SALARIED EMPLOYEES | GEISMAR LA | 431 | $176.1M | $438K |
| 9 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES | BOSTON MA | 64 | $23.8M | $137K |
| 10 | BH SECURITY, LLC BH SECURITY, LLC 401(K) SAVINGS PLAN | FARMERS BRANCH TX | 1,273 | $57.5M | $83K |
