Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schwab Bank Savings Money market fund in their Schedule of Assets, totaling $7.7M 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 | TRG FIDUCIARY SERVICES, LLC FLEXIBLE 401(K) POOLED EMPLOYER PLAN | PITTSBURGH PA | 744 | $24.7M | $5.1M |
| 2 | DASZKAL BOLTON LLP DASZKAL BOLTON, LLP 401(K) PLAN | BOCA RATON FL | 187 | $18.8M | $1.3M |
| 3 | CALIFORNIA EMERGENCY PHYSICIANS MEDAMERICA RETIREMENT PLAN FOR CEP PHYSICIANS |
EMERYVILLE CA |
| 0 |
| $0 |
| $756K |
| 4 | HELLER CAPITAL GROUP, LLC HELLER CAPITAL GROUP, LLC 401K PLAN | LANCASTER PA | 120 | $7.8M | $303K |
| 5 | TRGF, INC. BLUE HORIZONS POOLED EMPLOYER PLAN | LAKEWOOD RANCH FL | 540 | $16.5M | $140K |
| 6 | TRGF, INC. BLUESTAR BKS POOLED EMPLOYER PLAN | LAKEWOOD RANCH FL | 335 | $3.6M | $112K |
