Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Bank Savings Money market deposit account N/A in their Schedule of Assets, totaling $1.4M 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 | UFCW-EMPLOYERS BENEFIT PLANS OF NORTHERN CALIFORNIA GROUP ADMIN LLC UFCW-EMPLOYERS BENEFIT PLANS GROUP ADMINISTRATION LLC SAFE HARBOR 401(K) PLAN | CONCORD CA | 140 | $24.9M | $1.2M |
| 2 | APPLIED MEDICAL TECHNOLOGIES, INC. AIRCLEAN SYSTEMS 401K PLAN | CREEDMOOR NC | 124 | $8.3M | $151K |
| 3 | SILAC INSURANCE COMPANY |
SALT LAKE CITY UT |
| 291 |
| $25.4M |
| $82K |
