Schwab
Schwab Target 2060 Index Fund
Ticker SWYNX · 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
59 with $250K or more
Dollars held
$127M
69,777 of 69,862 plans with fund lines hold none
Median per plan
$496K
Share of their fund dollars
2.5%
Plans adding and dropping it, 2024 to 2025
Added
1 plan
$39.2M 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 |
|---|---|
| Scale Ai 401(k) Plan$50M-$250M | $39.2M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Schwab Target 2060 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) | $14.9M |
| Scale Ai 401(k) Plan$62.2M plan · Scale Ai Inc, CA · Charles Schwab | $13.7M |
| Upstart Network, Inc. 401(k) Plan$140M plan · Upstart Network, Inc., CA · Charles Schwab | $7.6M |
| Plumbers & Steamfitters Local Union 52 Defined Con Plan$90.3M plan · Plumbers & Steamfitters Local Union 52, AL · Empower | $5.5M |
| Snell & Wilmer Profit Sharing and Savings Plan$669M plan · Snell & Wilmer L.L.P., AZ · Fidelity (FMR) | $5.1M |
| Edw. C. Levy Co. Capital Accumulation Plan$174M plan · Edw. C. Levy Co., MI · Fidelity (FMR) | $4.9M |
| Rubinbrown LLP 401(k) Profit Sharing Plan and Trust$204M plan · Rubinbrown LLP, MO · Fidelity (FMR) | $4.9M |
| Castle Biosciences, Inc. 401(k) Profit Sharing Plan$74.4M plan · Castle Biosciences, Inc., TX · ADP | $4.9M |
| Parachute Health 401(k) Plan$15.4M plan · Parachute Health, LLC, NJ · Human Interest Advisor | $3.7M |
| Kunes Retirement Plan$50.7M plan · Kunes Country Ford-Lincoln, Inc., WI · Empower | $3.6M |
Plans whose filed schedule lists Schwab Target 2060 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 2060 Index
- Index Retirement 2060 Fund
- Schwab Idx Ret 2060
- Schwab Index Ret 2060
- Schwab Index Retirement 2060
- Schwab Target 2060 Idx
- Schwab Target 2060 Index
- Schwab Target 2060 Index Institutional