Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab & Co., Inc. Schwab Treasury Obligations Money Fund in their Schedule of Assets, totaling $827K 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 | SPALDING DEDECKER ASSOCIATES, INC. SPALDING DEDECKER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ROCHESTER HILLS MI | 153 | $22.4M | $827K |
