Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Charles Schwab Schwab Target 2055 Index Fund in their Schedule of Assets, totaling $13.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLUMBERS & STEAMFITTERS LOCAL UNION 52 PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CON PLAN | MONTGOMERY AL | 298 | $80.5M | $9.5M |
| 2 | WINCO HOLDINGS, INC. WINCO EMPLOYEE STOCK OWNERSHIP PLAN | BOISE ID | 17,907 | $5.0B | $2.5M |
| 3 | BAKERRIPLEY BAKERRIPLEY 403(B) PLAN |
HOUSTON TX |
| 1,334 |
| $43.9M |
| $1.1M |
| 4 | EFG MANAGEMENT CO. INC. EPIC FITNESS GROUP RETIREMENT PLAN | NORTHVILLE MI | 488 | $3.9M | $86K |
| 5 | COOPER ELECTRICAL CONSTRUCTION COMPANY COOPER ELECTRICAL CONSTRUCTION COMPANY 401K SAVINGS PLAN | GREENSBORO NC | 120 | $7.3M | $4K |
