Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab Target 2065 Index Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | CHIEF INDUSTRIES INC CHIEF INDUSTRIES, INC. THRIFT PLAN | GRAND ISLAND NE | 1,296 | $129.5M | $1.4M |
| 2 | ANCHOR POINT MANAGEMENT GROUP, LLC ANCHOR POINT MANAGEMENT GROUP EMPLOYEE BENEFIT PLAN | VANCOUVER WA | 9,415 | $22.4M | $553K |
| 3 | INTERNATIONAL BUILDING MATERIALS, LLC |
CLACKAMAS OR |
| 389 |
| $18.6M |
| $285K |
| 4 | ISAIAH HOUSE, INC. ISAIAH HOUSE RETIREMENT PLAN | CHAPLIN KY | 480 | $2.0M | $23K |
| 5 | MID-MINNESOTA LEGAL ASSISTANCE MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN | MINNEAPOLIS MN | 175 | $21.7M | $1K |
