Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Schwab Bank Savings Money market fund in their Schedule of Assets, totaling $56.6M 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 | MEDAMERICA, INC. DBA VITUITY MEDAMERICA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VITUITY | EMERYVILLE CA | 6,399 | $2.2B | $29.8M |
| 2 | TRG FIDUCIARY SERVICES, LLC FLEXIBLE 401(K) POOLED EMPLOYER PLAN | PITTSBURGH PA | 744 | $24.7M | $5.1M |
| 3 | THE WINE GROUP, INC. |
RIPON CA |
| 623 |
| $135.7M |
| $4.1M |
| 4 | THE SSI GROUP, LLC. THE SSI GROUP, LLC EMPLOYEES' RETIREMENT SAVINGS PLAN | MOBILE AL | 327 | $69.1M | $2.6M |
| 5 | BGR, INC. BGR, INC. 401(K) PROFIT SHARING PLAN | WEST CHESTER OH | 195 | $17.6M | $1.4M |
| 6 | RANGERS BASEBALL, LLC RANGERS BASEBALL 401(K) SAVINGS AND RETIREMENT PLAN | ARLINGTON TX | 714 | $49.5M | $1.4M |
| 7 | DASZKAL BOLTON LLP DASZKAL BOLTON, LLP 401(K) PLAN | BOCA RATON FL | 187 | $18.8M | $1.3M |
| 8 | MID-OHIO EMERGENCY SERVICES, LLC MID-OHIO EMERGENCY SERVICES, LLC 401(K) PLAN AND TRUST | COLUMBUS OH | 160 | $99.6M | $1.2M |
| 9 | ATLANTIC MEDICAL IMAGING, LLC AMI 401(K) PROFIT SHARING PLAN | WEST ATLANTIC CITY NJ | 912 | $97.9M | $1.2M |
| 10 | WOLFF BROS. SUPPLY, INC. WOLFF BROS. SUPPLY, INC. 401(K) PROFIT SHARING PLAN | MEDINA OH | 402 | $40.6M | $1.1M |
