Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Treasury Obligations Money Fund in their Schedule of Assets, totaling $17.3M 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 | BAY AREA SURGICAL SPECIALISTS MEDICAL CORPORATION BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T | WALNUT CREEK CA | 385 | $17.3M | $17.2M |
| 2 | BEHAVIORAL HEALTH SERVICES NORTH, INC. BEHAVIORAL HEALTH SERVICES NORTH, INC. PROFIT SHARING 401(K) PLAN | PLATTSBURGH NY | 520 | $11.4M | $80K |
| 3 | CENTRAL BANK ILLINOIS |
GENESEO IL |
| 162 |
| $51.2M |
| $77K |
| 4 | ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 130 | $16.4M | $10K |
