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 Registered investment company in their Schedule of Assets, totaling $11.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VITA-MIX HOLDINGS COMPANY VITA-MIX COMPANIES 401(K) PLAN | CLEVELAND OH | 561 | $76.7M | $5.1M |
| 2 | JORDAN & SKALA ENGINEERS, INC. JSE 401(K) PLAN | NORCROSS GA | 274 | $28.6M | $3.3M |
| 3 | BRECHBUHLER SCALES, INC. BRECHBUHLER SCALES, INC. 401(K) RETIREMENT SAVINGS PLAN |
CANTON OH |
| 284 |
| $28.5M |
| $2.4M |
| 4 | CASPER SLEEP INC. CASPER SLEEP INC. 401(K) PLAN | NEW YORK NY | 353 | $16.5M | $1.2M |
