Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Common Collective Trust Funds Charles Schwab Schwab Managed Retirement 2040 Fund in their Schedule of Assets, totaling $35.3M 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 | STRIDE, INC. STRIDE, INC. 401(K) PLAN | RESTON VA | 8,364 | $257.7M | $35.3M |
