Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Charles Schwab Money market fund in their Schedule of Assets, totaling $8.8M 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 | TRUSTEES OF IBEW LOCAL NO. 117 PENSION FUND IBEW LOCAL NO. 117 PENSION FUND | CRYSTAL LAKE IL | 464 | $252.9M | $4.1M |
| 2 | THE NEUROMEDICAL CENTER, INC. THE NEUROMEDICAL CENTER, INC. PROFIT SHARING PLAN | BATON ROUGE LA | 181 | $51.6M | $3.5M |
| 3 | U.S. SILVER-IDAHO, INC. |
WALLACE ID |
| 232 |
| $14.5M |
| $733K |
| 4 | U.S. SILVER-IDAHO, INC. U.S. SILVER-IDAHO, INC. SALARIED EMPLOYEE RETIREMENT PLAN | WALLACE ID | 43 | $7.0M | $163K |
| 5 | IMG USA, INC. DBA IMPERIAL MANUFACTURING GROUP IMG USA, INC. 401(K) PLAN | ALTON FL | 206 | $4.3M | $135K |
| 6 | AMERICANTCS FIDUCIARY SERVICES, LLC BLUESTAR BKS POOLED EMPLOYER PLAN | PITTSBURGH PA | 948 | $14.5M | $64K |
| 7 | JULIETTE CORPORATION DBA STANCRAFT BOAT COMPANY STANCRAFT 401(K) PLAN | HAYDEN ID | 230 | $2.8M | $50K |
| 8 | THE MCCLURE CORPORATION THE MCCLURE CORPORATION 401(K) RETIREMENT PLAN | ST. LOUIS MO | 123 | $19.6M | $46K |
| 9 | SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. DEFINED BENEFIT PENSION PLAN | SYRACUSE NY | 661 | $23.9M | $44K |
| 10 | NATIONAL DOOR INDUSTRIES, INC. NATIONAL DOOR INDUSTRIES, INC. EMPLOYEES' RETIREMENT PLAN | FORT WORTH TX | 55 | $12.5M | $15K |
