Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lesser of Similar Party of Interest, Collateral, Par of Maturity Value Cost Current Value Money Market Deposit Account * Schwab Bank Savings in their Schedule of Assets, totaling $362K 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 | TRIPLE CROWN CONSULTING, LLC TRIPLE CROWN CONSULTING, LLC 401(K) PLAN | AUSTIN TX | 541 | $11.0M | $362K |
