Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Trust Bank Money Market Deposit Account in their Schedule of Assets, totaling $62K 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 | UMBRA LAB, INC. UMBRA LAB, INC. RETIREMENT TRUST | SANTA BARBARA CA | 147 | $7.4M | $51K |
| 2 | RELIANCE ONE, INC. RELIANCE ONE 401(K) PLAN | AUBURN HILLS MI | 206 | $5.0M | $12K |
