Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Schwab Bank Savings Money market - in their Schedule of Assets, totaling $24.3M 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 | SUNSET AVIATION, LLC DBA SOLAIRUS AVIATION SOLAIRUS AVIATION 401(K) PLAN | PETALUMA CA | 1,127 | $183.9M | $5.4M |
| 2 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $3.7M |
| 3 | SYMMETRY ENERGY SOLUTIONS, LLC |
HOUSTON TX |
| 236 |
| $42.8M |
| $3.2M |
| 4 | GARAN LUCOW MILLER, P.C. GARAN LUCOW MILLER, P.C. PROFIT SHARING PLAN & TRUST | DETROIT MI | 120 | $46.1M | $3.1M |
| 5 | ITS INC ITS INC 401(K) RETIREMENT PLAN & TRUST | JOHNSTON IA | 662 | $107.4M | $1.9M |
| 6 | COILHOSE PNEUMATICS COILHOSE PNEUMATICS PROFIT SHARING PLAN | EAST BRUNSWICK NJ | 183 | $14.3M | $1.9M |
| 7 | NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS INDIVIDUAL ACCOUNT PLAN | JAMAICA NY | 2,808 | $124.4M | $1.7M |
| 8 | WILLDAN GROUP, INC. WILLDAN GROUP, INC 401(K) PLAN | ANAHEIM CA | 1,757 | $148.8M | $1.7M |
| 9 | SHOP RITE, INC. SHOP RITE, INC. PROFIT SHARING 401(K) PLAN | CROWLEY LA | 552 | $11.3M | $1.1M |
| 10 | LHP MANAGEMENT, LLC LHP 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 193 | $13.4M | $351K |
