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 2055 in their Schedule of Assets, totaling $3.2M 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 | OCEANS ACQUISITION, INC. OCEANS HEALTHCARE 401(K) PLAN | PLANO TX | 2,412 | $20.7M | $1.4M |
| 2 | SHUTTS & BOWEN LLP SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) | MIAMI FL | 196 | $45.5M | $1.3M |
| 3 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) |
MIAMI FL |
| 354 |
| $169.1M |
| $445K |
