Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schwab Target 2040 Index in their Schedule of Assets, totaling $10.3M 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 | TEAM REHABILITATION SERVICES LLC TEAM REHABILITATION 401(K) PLAN | CLINTON TOWNSHIP MI | 1,736 | $77.0M | $8.6M |
| 2 | GARDNER WHITE FURNITURE COMPANY, INC. GARDNER WHITE FURNITURE COMPANY, INC. 401(K) PLAN | AUBURN HILLS MI | 862 | $21.5M | $572K |
| 3 | T3I, INC. T3I, INC. RETIREMENT TRUST |
SAN ANTONIO TX |
| 388 |
| $8.7M |
| $515K |
| 4 | KNOWN GLOBAL LLC KNOWN GLOBAL LLC 401(K) PLAN | NEW YORK NY | 206 | $37.6M | $383K |
| 5 | GENERATIONS-GAITHER, INC. GENERATIONS-GAITHER 401(K) PLAN | MCMINNVILLE TN | 260 | $1.6M | $152K |
| 6 | ESCO CONSTRUCTION COMPANY ESCO CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN | EVERGREEN CO | 188 | $5.0M | $137K |
