Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Schwab Target 2065 Index Fund in their Schedule of Assets, totaling $190K 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 | MILESTONE, INC. MILESTONE, INC. RETIREMENT PLAN | LOVES PARK IL | 450 | $10.2M | $157K |
| 2 | MESSER FINANCIAL GROUP MESSER FINANCIAL GROUP 401(K) PLAN | CHARLOTTE NC | 141 | $4.6M | $33K |
