Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab Target 2055 Index in their Schedule of Assets, totaling $8.7M 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 | TEAM REHABILITATION SERVICES LLC TEAM REHABILITATION 401(K) PLAN | CLINTON TOWNSHIP MI | 1,736 | $77.0M | $7.1M |
| 2 | KNOWN GLOBAL LLC KNOWN GLOBAL LLC 401(K) PLAN | NEW YORK NY | 206 | $37.6M | $683K |
| 3 | ESCO CONSTRUCTION COMPANY ESCO CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN |
EVERGREEN CO |
| 188 |
| $5.0M |
| $622K |
| 4 | GENERATIONS-GAITHER, INC. GENERATIONS-GAITHER 401(K) PLAN | MCMINNVILLE TN | 260 | $1.6M | $196K |
| 5 | T3I, INC. T3I, INC. RETIREMENT TRUST | SAN ANTONIO TX | 388 | $8.7M | $88K |
