Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab Target 2065 Index Fund Mutual fund in their Schedule of Assets, totaling $2.6M 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 | $1.5M |
| 2 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $731K |
| 3 | POGUE CONSTRUCTION CO., LP |
MCKINNEY MI |
| 257 |
| $17.9M |
| $198K |
| 4 | WESTERN EQUIPMENT, LLC WESTERN EQUIPMENT, LLC RETIREMENT SAVINGS PLAN | CLINTON OK | 706 | $52.4M | $41K |
| 5 | NURSING & THERAPY SERVICES OF COLORADO, INC. NTSOC 403(B) RETIREMENT PLAN | COLORADO SPRINGS CO | 273 | $5.2M | $36K |
| 6 | VIE DE FRANCE YAMAZAKI INC VIE DE FRANCE YAMAZAKI INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 750 | $23.2M | $17K |
| 7 | 1ST COMMUNITY FEDERAL CREDIT UNION 1ST COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | SAN ANGELO TX | 90 | $10.8M | $3K |
