Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Matrix Trust Company Money Market in their Schedule of Assets, totaling $161K 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 | HUITT-ZOLLARS, INC. HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST | DALLAS TX | 522 | $78.6M | $144K |
| 2 | WESTERN EQUIPMENT, LLC WESTERN EQUIPMENT, LLC RETIREMENT SAVINGS PLAN | CLINTON OK | 706 | $52.4M | $11K |
| 3 | PRITCHARD & ABBOTT, INC. PRITCHARD & ABBOTT, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN |
FORT WORTH TX |
| 109 |
| $48.8M |
| $7K |
