Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Charles Schwab Government Money Fund in their Schedule of Assets, totaling $7.3M 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 | HAUG PARTNERS LLP HAUG PARTNERS LLP 401(K) PLAN | NEW YORK NY | 69 | $54.6M | $4.4M |
| 2 | PRIME GROUP LLC PRIME ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | BELLEVUE WA | 324 | $36.4M | $1.0M |
| 3 | WESLEY COMMONS WESLEY COMMONS 403(B) RETIREMENT SAVINGS PLAN |
GREENWOOD SC |
| 299 |
| $9.8M |
| $911K |
| 4 | NATIONAL DOOR INDUSTRIES, INC. NATIONAL DOOR INDUSTRIES, INC. EMPLOYEES' RETIREMENT PLAN | FORT WORTH TX | 55 | $12.5M | $363K |
| 5 | HEALTHPOINT HEALTHPOINT 403(B) SAVINGS PLAN | RENTON WA | 343 | $35.7M | $313K |
| 6 | ONEONCOLOGY, LLC ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN | NASHVILLE TN | 7,980 | $584.7M | $245K |
| 7 | MODA PARTNERS, INC. MODA PARTNERS, INC. EMPLOYEE RETIREMENT PLAN | PORTLAND OR | 1,354 | $209.0M | $36K |
| 8 | NAPPA ELECTRICAL CONTRACTORS NAPPA ELECTRICAL CONTRACTORS 401(K) RETIREMENT PLAN | BILLERICA MA | 151 | $5.8M | $9K |
| 9 | OPERATIONS PATHWAY SYSTEMS, L.P. OPERATIONS PATHWAY SYSTEMS L.P. RETIREMENT SAVINGS PLAN | FORT WORTH TX | 371 | $22.8M | $6K |
| 10 | LABCON, NORTH AMERICA LABCON, NORTH AMERICA 401(K) PLAN | PETALUMA CA | 154 | $23.6M | $2K |
