Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Charles Schwab Schwab Target 2025 Index Fund in their Schedule of Assets, totaling $14.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WINCO HOLDINGS, INC. WINCO EMPLOYEE STOCK OWNERSHIP PLAN | BOISE ID | 17,907 | $5.0B | $7.7M |
| 2 | BAKERRIPLEY BAKERRIPLEY 403(B) PLAN | HOUSTON TX | 1,334 | $43.9M | $3.6M |
| 3 | PLUMBERS & STEAMFITTERS LOCAL UNION 52 PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CON PLAN |
MONTGOMERY AL |
| 298 |
| $80.5M |
| $3.1M |
| 4 | EFG MANAGEMENT CO. INC. EPIC FITNESS GROUP RETIREMENT PLAN | NORTHVILLE MI | 488 | $3.9M | $5K |
