Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab US Treasury Money Ultra Registered investment company in their Schedule of Assets, totaling $3.0M 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 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN | MENANDS NY | 562 | $63.4M | $2.9M |
| 2 | COLGATE UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY | HAMILTON NY | 387 | $2.2M | $92K |
