Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Charles Schwab Schwab Retirement Government Money Fund in their Schedule of Assets, totaling $8.3M 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 | HEALTH FIRST, INC. HEALTH FIRST FROZEN 403(B) PLAN | MELBOURNE FL | 252 | $22.6M | $4.1M |
| 2 | BALL JANIK LLP BALL JANIK LLP 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 80 | $26.1M | $2.0M |
| 3 | NATIONAL ASSOCIATION OF BROADCASTERS NATIONAL ASSOCIATION OF BROADCASTERS RETIREMENT INCOME PLAN |
WASHINGTON DC |
| 18 |
| $33.2M |
| $1.1M |
| 4 | THE POTTER'S HOUSE OF DALLAS, INC. THE POTTER'S HOUSE 401(K) SAVINGS PLAN | DALLAS TX | 327 | $15.7M | $997K |
