Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Charles Schwab Schwab Government Money Fund in their Schedule of Assets, totaling $17.4M 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 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $9.9M |
| 2 | UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. 403(B) THRIFT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. | ROOSEVELT NY | 748 | $25.9M | $4.0M |
| 3 | KIRTON MCCONKIE |
SALT LAKE CITY UT |
| 297 |
| $108.7M |
| $2.1M |
| 4 | S.W. BAJUS, LTD. S.W. BAJUS, LTD. 401K PLAN & TRUST | ST. DAVIDS PA | 69 | $7.9M | $908K |
| 5 | BARTLIT BECK LLP BARTLIT BECK LLP 401(K) PLAN AND TRUST | CHICAGO IL | 168 | $99.7M | $327K |
| 6 | HR&A ADVISORS, INC. HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | NEW YORK NY | 167 | $26.7M | $97K |
| 7 | MEDELA LLC MEDELA LLC EMPLOYEES PENSION PLAN | MCHENRY IL | 396 | $60.4M | $77K |
| 8 | PANEL PROCESSING, INC. PANEL PROCESSING, INC. 401(K) PLAN | ALPENA MI | 163 | $5.9M | $4K |
