Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab Retirement Government Money Fund in their Schedule of Assets, totaling $31.5M 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 | THE TAYLOR GROUP, INC. THE TAYLOR GROUP, INC. 401(K) PLAN | LOUISVILLE MS | 1,405 | $121.9M | $16.7M |
| 2 | TAYLOR MACHINE WORKS, INC. TAYLOR MACHINE WORKS, INC. BARGAINING UNIT 401(K) PLAN | LOUISVILLE MS | 469 | $18.8M | $4.7M |
| 3 | CAMPBELL & COMPANY, LP CAMPBELL & COMPANY 401K PLAN |
BALTIMORE MD |
| 64 |
| $95.2M |
| $3.2M |
| 4 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN | SAN FRANCISCO CA | 252 | $178.0M | $2.7M |
| 5 | ENGLOBAL CORPORATION ENGLOBAL 401(K) PLAN | HOUSTON TX | 167 | $29.8M | $2.0M |
| 6 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO CA | 129 | $43.1M | $1.5M |
| 7 | ATHLETICS INVESTMENT GROUP LLC DBA OAKLAND ATHLETICS BASEBALL COMPANY ATHLETICS INVESTMENT GROUP 401(K) PLAN | OAKLAND CA | 1,000 | $40.1M | $602K |
