Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Schwab Target 2040 Index Fund " in their Schedule of Assets, totaling $5.8M 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 | JOTTAN, INC. JOTTAN, INC. RETIREMENT SAVINGS PLAN | DELRAN NJ | 80 | $12.1M | $2.3M |
| 2 | GENIE ENERGY INTERNATIONAL CORP. GENIE ENERGY INTERNATIONAL CORP. 401(K) PLAN | NEWARK NJ | 186 | $10.1M | $802K |
| 3 | SEMMES-MURPHEY CLINIC SEMMES-MURPHEY CLINIC EMPLOYEES' PROFIT SHARING PLAN |
MEMPHIS TN |
| 362 |
| $118.3M |
| $701K |
| 4 | EUREKA COLLEGE EUREKA COLLEGE EMPLOYEE RETIREMENT PLAN | EUREKA IL | 97 | $3.2M | $585K |
| 5 | NATIONAL FROZEN FOODS CORPORATION OREGON POTATO COMPANY 401(K) PLAN | PASCO WA | 73 | $20.3M | $412K |
| 6 | ECHELON FITNESS MULTIMEDIA, LLC ECHELON FITNESS MULTIMEDIA 401(K) PLAN | CHATTANOOGA TN | 112 | $4.5M | $328K |
| 7 | YORK SPACE SYSTEMS YORK SPACE SYSTEMS 401(K) PLAN | GREENWOOD VILLAGE CO | 424 | $10.8M | $307K |
| 8 | NAMAKAGON MANAGEMENT LLC NAMAKAGON MANAGEMENT 401(K) PLAN | WAUSAU WI | 179 | $4.7M | $251K |
| 9 | C & S PLASTICS, LLC C & S PLASTICS, LLC 401(K) PLAN | FAYETTEVILLE TN | 140 | $890K | $80K |
| 10 | RATIONAL COOKING SYSTEMS, INC. RATIONAL COOKING SYSTEMS, INC. 401(K) PLAN | ROLLING MEADOWS IL | 160 | $15.6M | $8K |
