Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Funds Schwab Target 2040 Index Fund in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEWPORT GROUP, INC. APRIO ADVANTAGE POOLED EMPLOYER PLAN | FOLSOM CA | 1,017 | $55.7M | $4.1M |
| 2 | SHODEEN GROUP, LLC SHODEEN GROUP, LLC 401(K) PLAN | GENEVA IL | 119 | $14.0M | $558K |
| 3 | POWELL'S BOOKS, INC. POWELL'S BOOKS RETIREMENT 401(K) AND SAVINGS PLAN |
PORTLAND OR |
| 312 |
| $30.5M |
| $190K |
