Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Money Market Funds * Charles Schwab Bank Savings N/R in their Schedule of Assets, totaling $488K 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 | T.R. NELSON, INC. T.R. NELSON, INC. PROFIT SHARING PLAN | WISCONSIN DELLS WI | 1,827 | $20.7M | $488K |
