Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Schwab Target 2020 Index Fund " in their Schedule of Assets, totaling $1.5M 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 | NATIONAL FROZEN FOODS CORPORATION OREGON POTATO COMPANY 401(K) PLAN | PASCO WA | 73 | $20.3M | $941K |
| 2 | JOTTAN, INC. JOTTAN, INC. RETIREMENT SAVINGS PLAN | DELRAN NJ | 80 | $12.1M | $220K |
| 3 | GENIE ENERGY INTERNATIONAL CORP. GENIE ENERGY INTERNATIONAL CORP. 401(K) PLAN |
NEWARK NJ |
| 186 |
| $10.1M |
| $135K |
| 4 | JOHNSON INVESTMENT COUNSEL, INC. JOHNSON INVESTMENT COUNSEL, INC. PROFIT SHARING & 401(K) PLAN | CINCINNATI OH | 150 | $88.1M | $118K |
| 5 | EUREKA COLLEGE EUREKA COLLEGE EMPLOYEE RETIREMENT PLAN | EUREKA IL | 97 | $3.2M | $60K |
| 6 | RATIONAL COOKING SYSTEMS, INC. RATIONAL COOKING SYSTEMS, INC. 401(K) PLAN | ROLLING MEADOWS IL | 160 | $15.6M | $42K |
| 7 | SEMMES-MURPHEY CLINIC SEMMES-MURPHEY CLINIC EMPLOYEES' PROFIT SHARING PLAN | MEMPHIS TN | 362 | $118.3M | $17K |
| 8 | ECHELON FITNESS MULTIMEDIA, LLC ECHELON FITNESS MULTIMEDIA 401(K) PLAN | CHATTANOOGA TN | 112 | $4.5M | $9K |
