Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Schwab Bank Savings Money market account in their Schedule of Assets, totaling $3.8M 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 | BARRACUDA NETWORKS, INCORPORATED BARRACUDA NETWORKS 401(K) PLAN | CAMPBELL CA | 888 | $134.4M | $2.4M |
| 2 | ADAMSBROWN, LLC ADAMSBROWN, LLC EMPLOYEE'S PROFIT SHARING AND 401(K) PLAN | WICHITA KS | 341 | $45.2M | $504K |
| 3 | SOUND SOUND EMPLOYEES RETIREMENT PLAN |
TUKWILA WA |
| 499 |
| $41.5M |
| $396K |
| 4 | HELIX, INC. DBA HELIX GENOMICS HELIX 401 (K) PLAN | SAN MATEO CA | 217 | $23.0M | $130K |
| 5 | AMERICANTCS FIDUCIARY SERVICES, LLC RPS SMARTCOURSE SAVINGS PLAN | PITTSBURGH PA | 691 | $10.1M | $117K |
| 6 | OUTDOOR RESEARCH, LLC OUTDOOR RESEARCH, LLC 401(K) RETIREMENT SAVINGS PLAN | SEATTLE WA | 286 | $12.8M | $106K |
| 7 | VENTURA COASTAL, LLC VENTURA COASTAL, LLC RETIREMENT SAVINGS PLAN FOR HOURLY EE | VENTURA CA | 98 | $2.1M | $88K |
| 8 | HELIX EMPLOYMENT, LLC HELIX 401 (K) PLAN | SAN MATEO CA | 270 | $13.6M | $23K |
| 9 | STATCARE URGENT & WALK IN MEDICAL CARE, PLLC STATCARE URGENT & WALK IN MEDICAL 401(K) PROFIT SHARING PLAN AND TRUST | HICKSVILLE NY | 105 | $1.7M | $22K |
