Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Trust Bank Schwab Bank Money Market Savings in their Schedule of Assets, totaling $1.6M 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 | NESTEGGS RETIREMENT PLAN SERVICES, INC. THE PINNACLE ADVISORS POOLED EMPLOYER 401(K) PLAN | JACKSONVILLE FL | 188 | $16.8M | $665K |
| 2 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS ACHIEVEMENT POOLED EMPLOYER 401K PLAN | JACKSONVILLE FL | 442 | $17.9M | $483K |
| 3 | NESTEGGS RETIREMENT PLAN SERVICES, INC. |
JACKSONVILLE FL |
| 407 |
| $19.6M |
| $481K |
