Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Bank Sweep for EE Benefit Plans in their Schedule of Assets, totaling $273K 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 | SOUTHERN STATES, LLC SOUTHERN STATES, LLC SALARIED EMPLOYEES' RETIREMENT PLAN | HAMPTON GA | 23 | $14.1M | $208K |
| 2 | SOUTHERN STATES, LLC SOUTHERN STATES, LLC HOURLY EMPLOYEES' RETIREMENT PLAN | HAMPTON GA | 30 | $4.1M | $64K |
