Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab Target 2040 Index Institutional in their Schedule of Assets, totaling $2.1M 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 | BEARD HOLDING, INC. DBA BEARD EQUIPMENT COMPANY BEARD EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST | MOBILE AL | 418 | $38.6M | $2.1M |
