Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Schwab Target 2040 Index Fund Mutual fund in their Schedule of Assets, totaling $13.4M 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 | $5.7M |
| 2 | UPSTART NETWORK, INC. UPSTART NETWORK, INC. 401(K) PLAN | SAN MATEO CA | 1,179 | $97.9M | $3.1M |
| 3 | VIE DE FRANCE YAMAZAKI INC |
ROCHESTER NY |
| 750 |
| $23.2M |
| $1.7M |
| 4 | NURSING & THERAPY SERVICES OF COLORADO, INC. NTSOC 403(B) RETIREMENT PLAN | COLORADO SPRINGS CO | 273 | $5.2M | $736K |
| 5 | WESTERN EQUIPMENT, LLC WESTERN EQUIPMENT, LLC RETIREMENT SAVINGS PLAN | CLINTON OK | 706 | $52.4M | $569K |
| 6 | POGUE CONSTRUCTION CO., LP POGUE CONSTRUCTION CO., LP 401(K) PROFIT SHARING PLAN | MCKINNEY MI | 257 | $17.9M | $523K |
| 7 | MOSAIC HEALTH MOSAIC HEALTH, INC. 403(B) PLAN | ROCHESTER NY | 126 | $7.2M | $397K |
| 8 | 1ST COMMUNITY FEDERAL CREDIT UNION 1ST COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | SAN ANGELO TX | 90 | $10.8M | $357K |
| 9 | ECOVATIVE, LLC ECOVATIVE, LLC RETIREMENT TRUST | GREEN ISLAND NY | 75 | $4.6M | $199K |
| 10 | PARAMOUNT BANK PARAMOUNT BANK 401(K) PLAN | ST. LOUIS MO | 51 | $7.2M | $38K |
