Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Bank Savings MMDA in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PENN STAINLESS PRODUCTS, INC. PENN STAINLESS PRODUCTS, INC. PROFIT SHARING-401(K) PLAN | QUAKERTOWN PA | 221 | $23.0M | $1.5M |
| 2 | EDGEWOOD VILLAGE MARKET, INC. MCCAFFREY'S MARKETS 401(K) PROFIT SHARING PLAN | LANGHORNE PA | 601 | $29.7M | $813K |
| 3 | GENESIS ENGINEERS, INC. |
BLUE BELL PA |
| 257 |
| $46.4M |
| $499K |
| 4 | CSRS, LLC CSRS, INC. PROFIT SHARING 401(K) PLAN | BATON ROUGE LA | 165 | $16.5M | $278K |
