Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Schwab US Treasury Money Ultra in their Schedule of Assets, totaling $11.1M 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 | SOUTHERN METHODIST UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY | DALLAS TX | 1,715 | $60.2M | $2.8M |
| 2 | BAYLOR COLLEGE OF MEDICINE BAYLOR COLLEGE OF MEDICINE'S RETIREMENT HEALTHCARE SAVINGS PLAN | HOUSTON TX | 5,857 | $75.7M | $2.0M |
| 3 | ILLINOIS WESLEYAN UNIVERSITY |
BLOOMINGTON IL |
| 137 |
| $5.1M |
| $737K |
| 4 | THE COLORADO COLLEGE EMERITI RETIREE HEALTH PLAN FOR THE COLORADO COLLEGE | COLORADO SPRINGS CO | 531 | $12.6M | $691K |
| 5 | UNIVERSITY OF EVANSVILLE UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM | EVANSVILLE IN | 180 | $8.6M | $663K |
| 6 | SEATTLE PACIFIC UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR SEATTLE PACIFIC UNIVERSITY | SEATTLE WA | 308 | $11.9M | $591K |
| 7 | REED COLLEGE EMERITI RETIREE HEALTH PLAN FOR REED COLLEGE | PORTLAND OR | 264 | $7.2M | $500K |
| 8 | SARAH LAWRENCE COLLEGE EMERITI RETIREE HEALTH PLAN FOR SARAH LAWRENCE COLLEGE | BRONXVILLE NY | 270 | $4.1M | $495K |
| 9 | URSINUS COLLEGE EMERITI RETIREE HEALTH PLAN FOR URSINUS COLLEGE | COLLEGEVILLE PA | 247 | $7.2M | $494K |
| 10 | HAVERFORD COLLEGE HAVERFORD COLLEGE RETIREMENT HEALTHCARE SAVINGS PROGRAM | HAVERFORD PA | 492 | $10.7M | $438K |
