Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Government Money FD Inv Shares in their Schedule of Assets, totaling $4.9M 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 | SHORE POINT DISTRIBUTING CO., INC. SHORE POINT DISTRIBUTING EMPLOYEES' PROFIT SHARING PLAN | ADELPHIA NJ | 120 | $27.2M | $4.5M |
| 2 | SHORE POINT DISTRIBUTING CO., INC. SHORE LINE DELIVERY EMPLOYEES' PROFIT SHARING PLAN | ADELPHIA NJ | 125 | $17.2M | $340K |
