Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Retirement Government Money Fund Money market fund in their Schedule of Assets, totaling $1.7M 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 | ELEVATE OUTDOOR COLLECTIVE, LLC ELEVATE OUTDOOR COLLECTIVE 401(K) PLAN | BELLEVUE WA | 218 | $21.1M | $794K |
| 2 | COMMUNITY BLOOD CENTER, INC. COMMUNITY BLOOD CENTER, INC. 403(B) PLAN | APPLETON WI | 211 | $14.6M | $529K |
| 3 | SEQUOIA FINANCIAL GROUP, LLC SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN |
AKRON OH |
| 295 |
| $34.4M |
| $224K |
| 4 | WHITE HOUSE MOTEL WHITE HOUSE MOTEL PROFIT SHARING PLAN | BANGOR ME | 509 | $15.7M | $173K |
