Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Money market account 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 | INTERSTATE BATTERIES, INC. INTERSTATE BATTERIES 401(K) PLAN | DALLAS TX | 1,252 | $141.4M | $6.9M |
| 2 | U.S. SILVER-IDAHO, INC. U.S. SILVER-IDAHO, INC. 401(K) PLAN | WALLACE ID | 273 | $19.0M | $337K |
| 3 | BEECH BROOK BEECH BROOK RETIREMENT SAVINGS PLAN |
CLEVELAND OH |
| 152 |
| $12.9M |
| $91K |
