Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schwab Target 2030 Index Mutual Fund - in their Schedule of Assets, totaling $12.6M 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 | ANCHOR POINT MANAGEMENT GROUP, LLC ANCHOR POINT MANAGEMENT GROUP EMPLOYEE BENEFIT PLAN | VANCOUVER WA | 9,415 | $22.4M | $3.6M |
| 2 | CHIEF INDUSTRIES INC CHIEF INDUSTRIES, INC. THRIFT PLAN | GRAND ISLAND NE | 1,296 | $129.5M | $3.3M |
| 3 | POGUE CONSTRUCTION CO., LP POGUE CONSTRUCTION CO., LP 401(K) PROFIT SHARING PLAN |
MCKINNEY MI |
| 257 |
| $17.9M |
| $2.6M |
| 4 | INTERNATIONAL BUILDING MATERIALS, LLC INTERNATIONAL BUILDING MATERIALS, LLC 401(K) RETIREMENT PLAN | CLACKAMAS OR | 389 | $18.6M | $2.4M |
| 5 | 1ST COMMUNITY FEDERAL CREDIT UNION 1ST COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | SAN ANGELO TX | 90 | $10.8M | $483K |
| 6 | ISAIAH HOUSE, INC. ISAIAH HOUSE RETIREMENT PLAN | CHAPLIN KY | 480 | $2.0M | $204K |
