Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Target 2040 Index Fund Mutual funds in their Schedule of Assets, totaling $356K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PGTEK INC. PGTEK, INC. 401(K) PROFIT SHARING PLAN & TRUST | ASHBURN VA | 116 | $5.1M | $213K |
| 2 | BRETHREN CARE MANAGEMENT SERVICES LLC BRETHREN CARE VILLAGE RETIREMENT PLAN | ASHLAND OH | 250 | $3.0M | $143K |
