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 2030 Index Fund in their Schedule of Assets, totaling $38.7M 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 | $26.3M |
| 2 | PLUMBERS & STEAMFITTERS LOCAL UNION 52 PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CON PLAN | MONTGOMERY AL | 298 | $80.5M | $8.0M |
| 3 | BAKERRIPLEY BAKERRIPLEY 403(B) PLAN |
HOUSTON TX |
| 1,334 |
| $43.9M |
| $4.4M |
| 4 | COOPER ELECTRICAL CONSTRUCTION COMPANY COOPER ELECTRICAL CONSTRUCTION COMPANY 401K SAVINGS PLAN | GREENSBORO NC | 120 | $7.3M | $5K |
