Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Money market funds * Charles Schwab Schwab Bank Savings in their Schedule of Assets, totaling $2.1M 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 | CUSTOMIZED ENERGY SOLUTIONS, LTD. CUSTOMIZED ENERGY SOLUTIONS, LTD 401(K) PLAN | PHILADELPHIA PA | 162 | $40.6M | $1.2M |
| 2 | SUMMA GROUP, LLC SUMMA GROUP RETIREMENT SAVINGS PLAN | PASADENA TX | 221 | $11.8M | $860K |
