Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Schwab Target 2060 Index Institutional in their Schedule of Assets, totaling $18.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ESHARES, INC. DBA CARTA INC. ESHARES, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,152 | $129.0M | $18.0M |
| 2 | MOVISTA, INC. MANY HAPPY RETURNS 401(K) PLAN | BENTONVILLE AR | 64 | $5.0M | $313K |
