Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Target 2040 Index Mutual Fund in their Schedule of Assets, totaling $9.3M 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 | CHIEF INDUSTRIES INC CHIEF INDUSTRIES, INC. THRIFT PLAN | GRAND ISLAND NE | 1,296 | $129.5M | $4.6M |
| 2 | INTERNATIONAL BUILDING MATERIALS, LLC INTERNATIONAL BUILDING MATERIALS, LLC 401(K) RETIREMENT PLAN | CLACKAMAS OR | 389 | $18.6M | $2.3M |
| 3 | ANCHOR POINT MANAGEMENT GROUP, LLC |
VANCOUVER WA |
| 9,415 |
| $22.4M |
| $2.2M |
| 4 | ISAIAH HOUSE, INC. ISAIAH HOUSE RETIREMENT PLAN | CHAPLIN KY | 480 | $2.0M | $219K |
