Schwab
Schwab Target 2050 Index Fund
Ticker SWYMX · 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
85
68 with $250K or more
Dollars held
$215M
69,777 of 69,862 plans with fund lines hold none
Median per plan
$1.1M
Share of their fund dollars
4.3%
Plans adding and dropping it, 2024 to 2025
Added
3 plans
$42.9M at year-end 2025
Dropped
1 plan
$5.6M 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 (3 plans)
| Plan | Year-end value |
|---|---|
| Nou Systems, Inc. 401(k) Plan$5M-$50M Target-date switch | $25.7M to $30.1M |
| Horizon Ag Products, LP Retirement Plan$5M-$50M | $8.3M |
| Outdoorsy Holdings, Inc. 401(k) Plan$5M-$50M Target-date switch | $3.2M to $4.4M |
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Stylecraft Builders 401(k) Plan$5M-$50M Target-date switch | $5.6M to $6.6M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Schwab Target 2050 Index Fund
The largest 10 plans in each list.
| Zayo Group Holdings, Inc. 401(k) Plan$418M plan · Zayo Group Holdings, Inc., CO · Fidelity (FMR) | $27.1M |
| Snell & Wilmer Profit Sharing and Savings Plan$669M plan · Snell & Wilmer L.L.P., AZ · Fidelity (FMR) | $12.4M |
| Rubinbrown LLP 401(k) Profit Sharing Plan and Trust$204M plan · Rubinbrown LLP, MO · Fidelity (FMR) | $12.4M |
| Winco Employee Stock Ownership Plan$5.05B plan · Winco Holdings, Inc., ID · Newport Group | $10.9M |
| Upstart Network, Inc. 401(k) Plan$140M plan · Upstart Network, Inc., CA · Charles Schwab | $10.4M |
| Plumbers & Steamfitters Local Union 52 Defined Con Plan$90.3M plan · Plumbers & Steamfitters Local Union 52, AL · Empower | $8.6M |
| Nova Chemicals Inc. Savings Plan for U.S. Employees$180M plan · Nova Chemicals, Inc., PA · Charles Schwab | $7.4M |
| Aprio Advantage Pooled Employer Plan$103M plan · Newport Group, Inc., PA · Newport Group | $6.9M |
| Vita-Mix Companies 401(k) Plan$82.4M plan · Vita-Mix Holdings Company, OH · Charles Schwab | $5.7M |
| Chamberlain, Hrdlicka, White, Williams & Aughtry Profit Sharing and 401(k)PLAN$134M plan · Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C., TX · Not identified | $5.6M |
Plans whose filed schedule lists Schwab Target 2050 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 2050 Index
- Index Retirement 2050 Fund
- Schwab Idx Ret 2050
- Schwab Index Ret 2050
- Schwab Index Retirement 2050
- Schwab Target 2050 Idx
- Schwab Target 2050 Index
- Schwab Target 2050 Index Institutional