Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Party in Borrower or Similar (e) Current Interest Party (c) Description of Investment (d) Cost Value Yes Schwab Bank Sweep for EE Benefit Plan in their Schedule of Assets, totaling $350K 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 | COLT'S MANUFACTURING COMPANY LLC COLT RETIREMENT DEFINED BENEFIT PLAN | WEST HARTFORD CT | 101 | $9.2M | $350K |
