Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Bank Sweep – Interest-Bearing Bank Sweep Account in their Schedule of Assets, totaling $40K 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 | DUDEK DUDEK EMPLOYEE STOCK OWNERSHIP PLAN | ENCINITAS CA | 525 | $45.5M | $40K |
