Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Schwab Target 2065 Index Fund in their Schedule of Assets, totaling $331K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAKERRIPLEY BAKERRIPLEY 403(B) PLAN | HOUSTON TX | 1,334 | $43.9M | $329K |
| 2 | EFG MANAGEMENT CO. INC. EPIC FITNESS GROUP RETIREMENT PLAN | NORTHVILLE MI | 488 | $3.9M | $2K |
