Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab Money market deposit account in their Schedule of Assets, totaling $810K 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 | F&E AIRCRAFT MAINTENANCE MIAMI, LLC F&E AIRCRAFT MAINTENANCE 401(K) PLAN | MIAMI SPRINGS FL | 1,283 | $19.5M | $354K |
| 2 | LARSON MOTORS, INC. LARSON MOTORS, INC. 401(K) PLAN | FIFE WA | 424 | $15.4M | $213K |
| 3 | ROYSTON, RAYZOR, VICKERY & WILLIAMS, LLP ROYSTON, RAYZOR, VICKERY & WILLIAMS SAVINGS PLAN FOR PARTNERS AND STAFF |
HOUSTON TX |
| 103 |
| $21.5M |
| $210K |
| 4 | THE EYE CENTER OF OAK RIDGE, P.C. THE EYE CENTER OF OAK RIDGE, P.C. PROFIT SHARING PLAN | OAK RIDGE TN | 82 | $18.6M | $32K |
| 5 | ABC LEGAL HOLDINGS, LLC. ABC LEGAL SERVICES 401 (K) PLAN | SEATTLE WA | 643 | $17.9M | $1K |
