Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Schwab Money Market in their Schedule of Assets, totaling $10.2M 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 | BEACHFLEISCHMAN PLLC BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN | TUCSON AZ | 164 | $10.9M | $10.2M |
