Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Schwab Target 2055 Index Fund Mutual fund in their Schedule of Assets, totaling $16.9M 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 | UPSTART NETWORK, INC. UPSTART NETWORK, INC. 401(K) PLAN | SAN MATEO CA | 1,179 | $97.9M | $9.0M |
| 2 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $3.1M |
| 3 | POGUE CONSTRUCTION CO., LP |
MCKINNEY MI |
| 257 |
| $17.9M |
| $2.3M |
| 4 | ECOVATIVE, LLC ECOVATIVE, LLC RETIREMENT TRUST | GREEN ISLAND NY | 75 | $4.6M | $842K |
| 5 | MOSAIC HEALTH MOSAIC HEALTH, INC. 403(B) PLAN | ROCHESTER NY | 126 | $7.2M | $749K |
| 6 | 1ST COMMUNITY FEDERAL CREDIT UNION 1ST COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | SAN ANGELO TX | 90 | $10.8M | $334K |
| 7 | WESTERN EQUIPMENT, LLC WESTERN EQUIPMENT, LLC RETIREMENT SAVINGS PLAN | CLINTON OK | 706 | $52.4M | $208K |
| 8 | VIE DE FRANCE YAMAZAKI INC VIE DE FRANCE YAMAZAKI INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 750 | $23.2M | $119K |
| 9 | NURSING & THERAPY SERVICES OF COLORADO, INC. NTSOC 403(B) RETIREMENT PLAN | COLORADO SPRINGS CO | 273 | $5.2M | $82K |
| 10 | PARAMOUNT BANK PARAMOUNT BANK 401(K) PLAN | ST. LOUIS MO | 51 | $7.2M | $68K |
