Schwab
Schwab Target 2030 Index Fund
Ticker SWYEX · Mutual fundIndexTarget-date
Matched by tickerAll Charles Schwab fundsThe Schwab Target Index seriesSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
86
59 with $250K or more
Dollars held
$268M
69,776 of 69,862 plans with fund lines hold none
Median per plan
$698K
Share of their fund dollars
5.4%
Plans adding and dropping it, 2024 to 2025
Added
1 plan
$3.0M at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| Employee Savings/PS Plan of General Fasteners Company$5M-$50M | $3.0M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Schwab Target 2030 Index Fund
The largest 10 plans in each list.
| Snell & Wilmer Profit Sharing and Savings Plan$669M plan · Snell & Wilmer L.L.P., AZ · Fidelity (FMR) | $46.0M |
| Zayo Group Holdings, Inc. 401(k) Plan$418M plan · Zayo Group Holdings, Inc., CO · Fidelity (FMR) | $40.1M |
| Winco Employee Stock Ownership Plan$5.05B plan · Winco Holdings, Inc., ID · Newport Group | $26.3M |
| Nova Chemicals Inc. Savings Plan for U.S. Employees$180M plan · Nova Chemicals, Inc., PA · Charles Schwab | $16.5M |
| Edw. C. Levy Co. Capital Accumulation Plan$174M plan · Edw. C. Levy Co., MI · Fidelity (FMR) | $10.6M |
| Rubinbrown LLP 401(k) Profit Sharing Plan and Trust$204M plan · Rubinbrown LLP, MO · Fidelity (FMR) | $10.4M |
| Its Technologies & Logistics, LLC 401(k) Retirement Savings Plan$66.0M plan · Its Technologies & Logistics, LLC, IL · Principal | $9.2M |
| Aprio Advantage Pooled Employer Plan$103M plan · Newport Group, Inc., PA · Newport Group | $8.3M |
| Plumbers & Steamfitters Local Union 52 Defined Con Plan$90.3M plan · Plumbers & Steamfitters Local Union 52, AL · Empower | $7.8M |
| Bakerripley 403(b) Plan$50.3M plan · Bakerripley, TX · Transamerica (Aegon) | $5.1M |
Plans whose filed schedule lists Schwab Target 2030 Index Fund.
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Vintages held
Schwab Target Index, all classes, mutual fund.
| Vintage | Dollars | Plans |
|---|---|---|
| 2010 | $25.7M | 37 |
| 2015 | $15.9M | 45 |
| 2020 | $62.5M | 60 |
| 2025 | $140M | 73 |
| 2030 | $261M | 84 |
| 2035 | $272M | 79 |
| 2040 | $253M | 85 |
| 2045 | $239M | 81 |
| 2050 | $213M | 85 |
| 2055 | $177M | 80 |
| 2060 | $126M | 86 |
| 2065 | $40.9M | 63 |
How the filings spell it
Show 8 names seen in the filings
- (1) Schwab Target 2030 Index
- Index Retirement 2030 Fund
- Schwab Idx Ret 2030
- Schwab Index Ret 2030
- Schwab Index Retirement 2030 #
- Schwab Target 2030 Idx
- Schwab Target 2030 Index
- Schwab Target 2030 Index Institutional