Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Charles Schwab Target 2040 Index Fund in their Schedule of Assets, totaling $6.0M 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 | CASTLE BIOSCIENCES, INC. CASTLE BIOSCIENCES, INC. 401(K) PROFIT SHARING PLAN | FRIENDSWOOD TX | 757 | $52.9M | $4.3M |
| 2 | STORE SUPPLY WAREHOUSE STORE SUPPLY WAREHOUSE EMPLOYEE SAVINGS PLAN | BRIDGETON MO | 119 | $5.7M | $1.0M |
| 3 | AMERICANTCS FIDUCIARY SERVICES, LLC |
PITTSBURGH PA |
| 955 |
| $7.9M |
| $613K |
| 4 | J.A.K.ENTERPRISES, INC. BARD OPTICAL 401(K) PROFIT SHARING PLAN | PEORIA IL | 140 | $10.2M | $92K |
