Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab Bank Savings Money market deposit account 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRITCHARD INDUSTRIES, LLC PRITCHARD INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 3,959 | $17.3M | $1.2M |
| 2 | SPECIALISTS ON CALL, INC. SPECIALISTS ON CALL, INC. 401(K) PLAN | DALLAS TX | 353 | $18.9M | $1.0M |
| 3 | DEAN DORTON ALLEN FORD, PLLC DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN |
LEXINGTON KY |
| 539 |
| $85.7M |
| $389K |
| 4 | CAROLINA HOME MEDICAL, INC. CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST | NEW BERN NC | 378 | $20.3M | $236K |
| 5 | UNITED DISABILITIES SERVICES FOUNDATION UNITED DISABILITIES SERVICES FOUNDATION 401(K) PLAN | LANCASTER PA | 346 | $7.6M | $125K |
