Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Savings Money Market Account in their Schedule of Assets, totaling $26K 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 | PROGRESSIVE MEDICAL ENTERPRISE LLC PROGRESSIVE HEALTH SYSTEMS, INC. 401(K) PLAN | OXFORD MS | 331 | $3.7M | $26K |
