Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Treasury Oblig Money FD Ultra Money Market Fund in their Schedule of Assets, totaling $20.3M 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 | JACKSON WALKER LLP JACKSON WALKER L.L.P. PARTNERS CASH BALANCE PLAN III | DALLAS TX | 129 | $15.5M | $10.1M |
| 2 | JACKSON WALKER LLP JACKSON WALKER L.L.P. PARTNERS CASH BALANCE PLAN IV | DALLAS TX | 129 | $15.5M | $10.1M |
