Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Schwab Target 2045 Index Fund Mutual fund in their Schedule of Assets, totaling $9.6M 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 | UPSTART NETWORK, INC. UPSTART NETWORK, INC. 401(K) PLAN | SAN MATEO CA | 1,179 | $97.9M | $4.5M |
| 2 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $1.8M |
| 3 | VIE DE FRANCE YAMAZAKI INC |
ROCHESTER NY |
| 750 |
| $23.2M |
| $863K |
| 4 | MOSAIC HEALTH MOSAIC HEALTH, INC. 403(B) PLAN | ROCHESTER NY | 126 | $7.2M | $624K |
| 5 | NURSING & THERAPY SERVICES OF COLORADO, INC. NTSOC 403(B) RETIREMENT PLAN | COLORADO SPRINGS CO | 273 | $5.2M | $577K |
| 6 | POGUE CONSTRUCTION CO., LP POGUE CONSTRUCTION CO., LP 401(K) PROFIT SHARING PLAN | MCKINNEY MI | 257 | $17.9M | $548K |
| 7 | ECOVATIVE, LLC ECOVATIVE, LLC RETIREMENT TRUST | GREEN ISLAND NY | 75 | $4.6M | $312K |
| 8 | ACTIVE CONCEPTS, LLC ACTIVE CONCEPTS, LLC 401(K) PLAN | LINCOLNTON NC | 133 | $9.5M | $216K |
| 9 | RESOURCE ACQUISITION & MANAGEM RESOURCE ACQUISITION & MANAGEM 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 393 | $1.7M | $119K |
| 10 | WESTERN EQUIPMENT, LLC WESTERN EQUIPMENT, LLC RETIREMENT SAVINGS PLAN | CLINTON OK | 706 | $52.4M | $87K |
