Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Schwab Indexed Retirement 2020 in their Schedule of Assets, totaling $5.4M 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 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $4.4M |
| 2 | OCEANS ACQUISITION, INC. OCEANS HEALTHCARE 401(K) PLAN | PLANO TX | 2,412 | $20.7M | $492K |
| 3 | SHUTTS & BOWEN LLP SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) |
MIAMI FL |
| 196 |
| $45.5M |
| $452K |
