Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Target 2025 Index Registered investment company in their Schedule of Assets, totaling $2.9M 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 | VITA-MIX HOLDINGS COMPANY VITA-MIX COMPANIES 401(K) PLAN | CLEVELAND OH | 561 | $76.7M | $2.0M |
| 2 | BRECHBUHLER SCALES, INC. BRECHBUHLER SCALES, INC. 401(K) RETIREMENT SAVINGS PLAN | CANTON OH | 284 | $28.5M | $475K |
| 3 | JORDAN & SKALA ENGINEERS, INC. JSE 401(K) PLAN |
NORCROSS GA |
| 274 |
| $28.6M |
| $258K |
| 4 | CASPER SLEEP INC. CASPER SLEEP INC. 401(K) PLAN | NEW YORK NY | 353 | $16.5M | $180K |
