Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Schwab Target 2035 Index Fund Mutual fund in their Schedule of Assets, totaling $13.9M 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 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $5.4M |
| 2 | VIE DE FRANCE YAMAZAKI INC VIE DE FRANCE YAMAZAKI INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 750 | $23.2M | $4.2M |
| 3 | MOSAIC HEALTH |
ROCHESTER NY |
| 126 |
| $7.2M |
| $1.3M |
| 4 | POGUE CONSTRUCTION CO., LP POGUE CONSTRUCTION CO., LP 401(K) PROFIT SHARING PLAN | MCKINNEY MI | 257 | $17.9M | $935K |
| 5 | UPSTART NETWORK, INC. UPSTART NETWORK, INC. 401(K) PLAN | SAN MATEO CA | 1,179 | $97.9M | $919K |
| 6 | NURSING & THERAPY SERVICES OF COLORADO, INC. NTSOC 403(B) RETIREMENT PLAN | COLORADO SPRINGS CO | 273 | $5.2M | $575K |
| 7 | ECOVATIVE, LLC ECOVATIVE, LLC RETIREMENT TRUST | GREEN ISLAND NY | 75 | $4.6M | $239K |
| 8 | 1ST COMMUNITY FEDERAL CREDIT UNION 1ST COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | SAN ANGELO TX | 90 | $10.8M | $85K |
| 9 | PARAMOUNT BANK PARAMOUNT BANK 401(K) PLAN | ST. LOUIS MO | 51 | $7.2M | $84K |
| 10 | RESOURCE ACQUISITION & MANAGEM RESOURCE ACQUISITION & MANAGEM 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 393 | $1.7M | $74K |
