Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Bank Savings Money Market Deposit Account in their Schedule of Assets, totaling $779K 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 | IPAS, INC. IPAS, INC. 401(K) PLAN | DURHAM NC | 81 | $21.1M | $665K |
| 2 | BLITT AND GAINES, P.C. BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST | VERNON HILLS IL | 245 | $14.5M | $114K |
