Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Bank Money market deposit account - in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BBX CAPITAL, INC. BBX CAPITAL, INC. 401(K) PLAN | FORT LAUDERDALE FL | 119 | $33.6M | $1.4M |
| 2 | SPRINKLER FITTERS LOCAL 483 HRA TRUST SPRINKLER FITTERS LOCAL UNION NO 483 HRA | ALAMEDA CA | 1,014 | $5.7M | $888K |
| 3 | BURCH OIL COMPANY, INC. BURCH OIL CO., INC. 401K PROFIT SHARING PLAN |
HOLLYWOOD MD |
| 83 |
| $12.2M |
| $207K |
