Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Schwab Treasury Obligations Money Fund in their Schedule of Assets, totaling $1.5M 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 | AXIENT, LLC AXIENT 401(K) PLAN | HUNTSVILLE AL | 1,796 | $318.8M | $1.5M |
| 2 | ADVANCE COMMUNITY HEALTH, INC. ADVANCE COMMUNITY HEALTH, INC. 401(K) PLAN | RALEIGH NC | 145 | $4.1M | $50K |
