Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Management Charles Schwab Investment Schwab Target 2040 Index N/R in their Schedule of Assets, totaling $2.2M 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 | TOTAL EXPERT, INC. TOTAL EXPERT, INC. 401K PLAN | ST. LOUIS PARK MN | 377 | $18.0M | $2.2M |
