Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Bank Savings Fund Money Market Fund in their Schedule of Assets, totaling $1.2M 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 | ENERFAB, INC. HBH HOLDINGS, INC. 401(K) | CINCINNATI OH | 554 | $56.7M | $756K |
| 2 | TOLLESON WEALTH MANAGEMENT, INC. TOLLESON WEALTH MANAGEMENT 401(K) PLAN | DALLAS TX | 214 | $34.7M | $420K |
| 3 | HNTB HOLDINGS LTD. HNTB RETIREMENT AND SAVINGS PLAN |
KANSAS CITY MO |
| 6,881 |
| $623.0M |
| $41K |
